Category: News
Consequences of the New Tax Law on Charities and Estates: What Nonprofits and Their Supporters Need to Know
Jim Bell, CFP®, President and Founder of Bell Investment Advisors, has been invited to speak to members of the Oakland …
Bell Investment Advisors to Sponsor Oakland Symphony‘s Season Finale: The Artist’s Struggle
On Friday, May 18, at 8 pm, at the historic Paramount Theatre in downtown Oakland, Maestro Michael Morgan will conduct …
We’re Rebuilding Oakland. Come Volunteer with Us!
Bell Investment Advisors’ staff is once again partnering with our office building neighbors three floors up, the legendary Oakland law …
Jim Bell, CFP® Quoted in Forbes
Forbes Magazine interviewed Jim Bell, CFP® for the March 26, 2018 article, “Why Successful Investors Create a Financial Plan”. He …
Selfie at the Oakland Rotary
Selfie! Bell client, Peter M. Sherris, MD, posted a photo February 1, 2018 on Facebook of himself and Jim Bell, …
Jim and Bonnie Bell Underwriting Jonathan Cozart (aka Paint)!
Jonathan Charles “Jon” Cozart, known by his online alias Paint, is an American YouTube personality, musician, and comedian. Bonnie and …
Corinne Salera Bedford, CFP® to Present at S&P Dow Jones Indices Webinar, 2/15
Corinne Salera Bedford, CFP®, Portfolio Manager and Investment Advisor at Bell Investment Advisors, will be speaking at an upcoming webinar …
Heidi Stoltz to Present at Oakland’s YWCA Young Women & Money Conference, 12/9
You may know a young woman, 18 – 30, who could benefit from attending the YWCA’s tenth annual Young Women …
Bell Staffer Volunteers at Financial Planning Day
Recognizing the value of financial planning for all, Bell Paraplanner Ramsay Leimenstoll served as a logistics volunteer on Saturday, October …