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Virtual Meetings Available

We are currently offering virtual meetings (phone and/or video conference). Those wishing to learn more about our services may reach us using the Contact Us page, or by calling us at 510-433-1066. Clients who wish to schedule a meeting may reach out to their Bell team by email or by calling 510-433-1066. We look forward to hearing from you.
In Loving Memory, Bonnie Jean Bonetti-Bell, 1945-2019
In Loving Memory
Bonnie Jean Bonetti-Bell
1945-2019
We have been proudly serving clients as a fee-only fiduciary since our founding in 1991.

Investment Management

We start by listening. We get to know you, who you are and what is important to you. From there, we analyze and design portfolios that are specific to your needs. We are proud to offer a broad inventory of investment strategies, and often use these in tandem...

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Financial Planning

It is not possible to accurately predict the future – which is why it is so important to plan as best you can. A financial plan is both a guide and a map that should be revisited over time to assess what is working and what is not...

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Career/Life Coaching

The questions of investing and financial planning are inherent in career development as well: What's working? What's not?
What’s next? We believe that your career should be considered one of your most important...

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A Mixed Month in the Market
July 2, 2020

After surging over 6% in the first week of June on the back of a positive unemployment report, the market …Read More


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Investing is Always Dynamic
April 6, 2020

Investing is Always Dynamic The number of novel coronavirus infections and related deaths surged around the …Read More


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Thoughts from Bonnie on Balance in Times of Stress
May 12, 2020

Originally Posted March 15, 2011 Back in 2011, the world was in a different form of crisis. The Japanese earthquake, tsunami, and subsequent nuclear …Read More


Market Analysis

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Sector Imbalances & Investor Sentiment
October 2, 2020 Sector Imbalances & Investor Sentiment The beginning and the end of September rescued the stock …Read More

Video

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Webinar: Economic Recovery – How Might 2020 End?
July 22, 2020 Presenters: Laurent Harrison, CFP®, Senior Investment Advisor and Financial Planner Ryan Kelley, …Read More

Publication

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529 College Savings Plan Resources
November 1, 2019 529 Education Savings Plans are a meaningful topic for parents, grandparents, and anyone else who …Read More