Bonnie is the force behind our Career and Life Coaching services. She and Jim are proud to be in the vanguard of financial advisors who are integrating investment management, financial planning, and career and life coaching in order to help their clients plan for and produce a good life. 

Bonnie has a Master’s degree in Counseling, a Master’s of Divinity, and over 20 years of experience as a career/life coach. Prior to officially joining Jim in managing Bell Investment Advisors in 2000, she was a social worker, a mental health counselor, and the owner of two businesses: Key Concepts, an outplacement agency for communications professionals, and Finding Your Way Career Consulting.

In addition to providing one-to-one career coaching for a broad range of professionals aged 25 to 75, she conducts groups, seminars, and workshops, and is a public speaker. In addition to engagements as a keynote speaker at the East Bay Chapter of the Financial Women’s Association and for the Career Development Section of the Financial Planning Association, she recently conducted an in-service training called The Who Am I Workshop for the professional counseling staff of Homeward Bound in Novato. Also, she was the featured speaker at a Lunch & Learn at Bell Investment Advisors called What About Coaching for High Performance? She and husband Jim are regular presenters for company Webinars, and together write a bimonthly column in the Piedmont Post called Making a Good Life Happen on issues relating to finance, career, and retirement. 

Bonnie has served on several non-profit boards and committees and has been an advisor to several executive directors of non-profit organizations. She and Jim lead a Marriage Preparation Team at Newman Hall in Berkeley, and together actively engage with and financially support the Oakland East Bay Symphony, the Piedmont East Bay Children’s Choir, Cazadero Music Camp, and Festival Opera in Walnut Creek.  

Bonnie is on the board of YEAH!, a non-profit organization serving homeless youth in Alameda County, and with Jim leads the Marriage Preparation Team at Newman Hall in Berkeley. They share a passion for music and together generously support the Oakland Symphony, the Piedmont East Bay Children’s Choirs, Cazadero Music Camp, and Festival Opera in Walnut Creek.