OAKLAND, CA. May 6, 2010 – Bell Investment Advisors, Inc., announced today that Dana Nelson, the firm’s Portfolio Manager, has received the Richard P. Arzaga 2010 Outstanding Student Award from UC Berkeley Extension’s Personal Financial Planning program. He is completing his coursework in the two-year program.
Nelson, a graduate of Cal-Poly, San Luis Obispo, received the Arzaga award for outstanding academic performance, leadership, and participation outside the classroom. He was instrumental in establishing the program’s first Student Advisory Board and will become the official Board Chair in the coming year.
The UC Berkeley Extension Personal Financial Planning program, established in 1981, qualifies its graduates to sit for the Certified Financial Planner® Exam (http://www.cfp.net). As Program Director Keith Gatto remarked, “Our students become world-class financial professionals who profoundly and responsibly benefit their clients, their profession, and the communities they serve.”
Nelson has been employed for the past seven years by Bell Investment Advisors, Inc., a privately held, registered investment advisory firm located in Oakland, California, and established in1991 by President Jim Bell, CFP®. The wealth management firm, currently managing over $400M in assets, offers Investment Management, Financial Planning, and Career & Life Coaching. (https://bellinvest.com)
Bell Investment Advisors