Category: News

BlogNews

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 …

Read More →
BlogNews

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 …

Read More →
BlogCommunityNews

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 …

Read More →
James F Bell
BlogNews

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 …

Read More →
BlogNews

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, …

Read More →
BlogNews

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 …

Read More →
BlogNews

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 …

Read More →
BlogNews

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 …

Read More →
BlogCommunityNews

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 …

Read More →
Scroll to Top