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 …
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 …
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 …
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 …
2018 Schwab 1099 Availability
The 2018 tax season is now upon us, and with that comes tax documentation to assist you in filing your …
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 …
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 …
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, …
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. …