Paul Witwer, CFP^®, Manager, Financial Planning

As the manager of our financial planning department Paul is a steward of integrity and ethics with a passion for helping people live a good life. He tackles the financial planning needs of our clients by creating a comprehensive financial plan or answering specific planning questions. He enjoys working with clients to create the blueprints for the futures they desire. Paul also serves on our Investment Committee.

Paul joined Bell Investment Advisors in 2006 and has been helping people reach their financial goals since 1995.  His financial services experience includes work with Morgan Stanley and Merrill Lynch where he provided comprehensive financial planning and investment management for families and small businesses.

Paul earned a bachelor’s degree in journalism from the University of Kansas, completed the CFP® curriculum through The American College and earned the Certified Financial Planner™ designation.  He is a member of the Financial Planning Association. He holds a Series 65 securities license.

With Paul’s arrival at Bell Investment Advisors, he and his wife Mary are living one of their dreams to work together in the financial services industry. Paul is an avid runner who has competed in several marathons and triathlons. They currently reside in the Oakland Hills.

Contact Paul Witwer at 800-700-0089, x109 or
pwitwer@bellinvest.com

©2008 Bell Investment Advisors, Inc.