Category: News
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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Laurent Harrison, CFP® Volunteers at Free Financial Planning Day
Laurent Harrison, CFP®, Senior Investment Advisor and Financial Planner at Bell Investment Advisors, participated as a volunteer in Santa Rosa ...
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Jim Bell Interviewed on Sears Bankruptcy
Jim Bell, CFP®, Founder and Chief Financial Officer of Bell Investment Advisors, offers his personal perspective on the Sears’ bankruptcy. ...
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Ramsay Leimenstoll Quoted on Emergency Funds
Ramsay Leimenstoll, Bell’s Paraplanner on the Financial Planning team, was recently consulted, along with other financial experts from around the ...
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John Emerson Addresses Bell Investment Committee
The Bell Investment Advisors Investment Committee had the great privilege on July 11, 2018 to be visited by the distinguished ...
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NorCal Conference Inspires
Every year, representatives of the Bell Investment Advisors financial planning staff attend the Financial Planning Association NorCal Conference in San ...
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Golden Gate International Children’s & Youth Choral Festival
Bell Investment Advisors has been a major supporter of the Piedmont East Bay Children’s Choirs (PEBCC.org) for almost ten years. ...
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At His Address to the Oakland Chamber of Commerce, Jim Bell, CFP® Offers to Speak to Nonprofits About TCJA’s Impact on Charitable Giving.
On May 22, 2018 Jim Bell, CFP®, President and Founder of Bell Investment Advisors, addressed members of the Oakland Chamber ...
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Jim Bell Interviewed by Reuters on Trade
Jim Bell, CFP®, President and Founder of Bell Investment Advisors, was recently interviewed by a Reuters news reporter, Stephen Culp. ...
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