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 …
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 …
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. …
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 …
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 …
NorCal Conference Inspires
Every year, representatives of the Bell Investment Advisors financial planning staff attend the Financial Planning Association NorCal Conference in San …
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. …
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 …
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. …