White Paper

Finding Substitutes for Traditional Bond Income in Your Portfolio

posted: May 31, 2013

One of the basic principles of economics is the substitution effect...

Video

Making a Good Life Happen—The Webinar

posted: April 29, 2013

Topics and key message will include...

Publication

The Women’s Roundtable: Make a Giving Plan Part of Your 2013 Financial Plan

posted: May 14, 2013

We all hear about financial plans and most of us give to causes whose work we admire, but few of us think about a Giving Plan...

Latest News

Bell Investment Advisors Supports Rebuilding Together Oakland Through Two April National Rebuilding Days

posted: May 6, 2013

2013 Bell Youth-in-the-Arts Grant Application Now Available

Click here to download application.
Click here to download application guidelines.
Click here for details.

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Building positive momentum in our community for over 20 years, 1991 - 2012

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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.

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