Senior Investment Advisor
As our life progresses, so too does our financial focus. Join The Women’s Roundtable for an evening of wine and cheese and an intergenerational discussion about the unique financial issues we commonly face at each life stage.
Bell Investment Advisors’ office
1111 Broadway, 16th Floor, Oakland, CA 94607
City Center Parking accessible from 11th Street at Clay
Reservations for you (and a guest, if you wish) are required.
Email Jaye Roundtree to register or for more information.