Category: News
Candlelight Concerts Expected to Delight
The Candlelight Concerts at First Congregational Church in Berkeley, December 2, 2017 and on the Old First Concert Series in …
Charitable Giving During the Retirement Years: A “Choirside” Lecture
The Piedmont East Bay Children’s Choir is hosting a presentation on October 28 by Jim Bell, CFP®, President and Founder …
Bell Adds Additional Identity Protection for Clients
Identity repair available to Bell clients since 2014 Increasingly we hear stories and see headlines of data system breaches, identity …
Forrest Bell, CFP® Quoted in Article About Bay Area Housing Crisis
Home Truths: The Hidden Reason Behind Berkeley’s Housing Crisis Bay Area housing is always a lively topic, and once again …
Positive Leadership and Innovation Training at U.C. Berkeley
Two of our long-time staff Certified Financial Planner™ professionals, Laurent Harrison, CFP®, and Dana Nelson, CFP® graduated from the Certified …
Piedmont East Bay Children’s Choir Receives Grants from NEA and Bell
More Than $82 Million Awarded for Arts Projects Nationwide Includes $13,000 awarded to Piedmont East Bay Children’s Choir Oakland, CA …
Bell Investment Advisors Sponsors Oakland Symphony’s Season Finale, “Guys and Dolls in Concert”
OAKLAND, Calif., May 9, 2017 /PRNewswire/ — Bell Investment Advisors (www.bellinvest.com) has announced the firm is sponsoring the final concert …
Bell Supports The Community Through Rebuilding Together Oakland/East Bay.
For two Saturdays every April for the last six years, Bell staff with family and friends and in conjunction with …
The Resolution Revolution
By the time you read this, the new year will be at least a couple of weeks old, and if …