Bell Investment Advisors
- Financial Planners & Consultants
- Investment Advisory Service
- Career Development & Counseling
Privately-held, fee only, registered investment advisory firm in Oakland, CA w/satellite office in Santa Rosa. We offer investment management, financial planning & career/life coaching.Over 25 years!
Member EventsTuesday Aug 21, 2018In this webinar, Jim Bell, CFP®, Founder & Chief Investment Officer at Bell, will hone in on how the new law affects charities and estates. ...read more
We're in the heart of downtown Oakland on Broadway between 11 and 12th Streets, just outside the 12th St./CIvic Center BART station.
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