Category: News

BlogNews

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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BlogCommunityNews

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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BlogNews

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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BlogNews

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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BlogNews

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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BlogNews

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®
BlogNews

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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BlogNews

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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BlogNews

Bonnie and Jim Bell at the 2018 Oakland Symphony Gala on November 10

Jim and Bonnie Bell, along with over 150 other joyful attendees, had a grand time at the 2018 gala fundraiser …

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