About

Bell Investment Advisors People

People

Click the Bell staff member's image to view complete profile.

Brian R. Baylis

Chief Operations Officer, Chief Compliance Officer
Bonnie Bell, Principal

Director, Career & Life Coaching
Forrest Ryan Bell, CFP®

Senior Investment Advisor, Financial Planner
James F. Bell, CFP®

President & Founder
Bing Chan

Director, Relationship Management

Marivic Hammond

Senior Investment Advisor
Laurent J. Harrison

Investment Advisor
Nancy Isaacs

Assistant to the President, Marketing Communications Specialist
Matthew P. King, CFA

Chief Investment Officer, Managing Director
Jerene Meissert

Relationship Manager

Rohan Nayak

Paraplanner
Jaye Roundtree

Senior Operations Associate
Lauren Taylor

Operations Associate, Receptionist
John R. Tregenza

Director, Client Development

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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.