Financial Advisors, Wealth Management, Career Coaching: Bell Investment

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White Paper

Momentum Investing: How to Gauge the Market’s Opinion of the Future

Over the summer, with the debt ceiling impasse in full swing, our firm received lots of questions...

Video

Making a Good Life Happen in Retirement

Join us for an opportunity to learn about our firm’s core philosophy, “Making a Good Life Happen”, and how it relates to retirement…

Publication

Last Minute Tax Tips for Investors

With farmers for in-laws, I know that the harvest doesn’t end this time of the year just because the cold weather begins...

Latest News

Bell Investment Advisors Adds Marivic Hammond as Investment Advisor

posted: November 16, 2011

Latest Tweet

S&P/Case-Shiller: Home prices -0.7% in Nov, now at ’03 levels. 17 of 20 cities declined. -3.5% YOY. #HomePrices still trying to find bottom.

14 hours 54 min ago.

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In 2010, 55% of our new clients came to us through referrals from our existing clients. Thank you!

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Bell Investment Advisors is an investment management, financial planning, and career & life coaching firm. Established in 1991, Bell Investment Advisors is located in the San Francisco Bay Area with offices in Oakland and Santa Rosa. Financial advisors, career coaches and other professionals woking at Bell Financial Advisors take a unique momentum-based approach to help their clients achieve their financial and life goals.