Category: News
Remembering Bonnie Bell at the Oakland Symphony
On March 4, the Oakland Symphony took to the stage of the Paramount Theatre in a moving tribute to the ...
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Shelter-in-Place and COVID-19
Out of concern for the health and safety of our employees, clients, and the public at large, Bell Investment Advisors ...
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Bell in the Community
Last fall, team members Ramsay Leimenstoll and Tiffany Blaho carried on Bell’s tradition of sending volunteers to the Financial Planning ...
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Schwab Phishing Attempt Reported
Bell received notification from our custodian, Charles Schwab, of a text message-based phishing attempt imitating Schwab. The phishing attempt appears ...
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2018 Schwab 1099 Availability
The 2018 tax season is now upon us, and with that comes tax documentation to assist you in filing your ...
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Open House – Postponed Due to Construction
Unfortunately, Our upcoming Open House event has been postponed due to the ongoing construction in and around our building. Once ...
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Bonnie Bell and Jim Bell, CFP® Honored at Festival Opera Gala
Jim and Bonnie Bell were honored at the 2018 gala fundraiser for Festival Opera at Scott’s Seafood Restaurant in Walnut ...
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Forrest Bell, CFP® Promoted to President of Bell Investment Advisors
OAKLAND, CA. December 18, 2018/PRNewswire/ — Bell Investment Advisors (www.bellinvest.com) has announced that Forrest Bell, CFP® will succeed his father, ...
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Piedmont East Bay Children’s Choir Candlelight Concert
Bell Investment Advisors has been a major supporter of the Piedmont East Bay Children’s Choir (PEBCC.org) for almost ten years. ...
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