Organizations

Giving Back to Our Community

Oakland Symphony

Piedmont East Bay Children’s Choir

Rebuilding Together Oakland | East Bay

Because we believe that the arts enrich the community and contribute to its vitality, as well as being essential to a well-rounded education for youth, for the last several years we were happy to provide an annual grant to an Oakland organization helping further arts education for young people, especially in underserved communities.

We believe that the arts enrich the community and contribute to its vitality, as well as being essential to a well-rounded education for youth.

As ongoing cuts in public education typically result in the elimination of the arts programs from schools, we want to be part of the solution to the problem by supporting arts for youth in our community and encouraging other businesses to follow suit.

— Jim Bell CFP®, Chairman & Founder

Read more about the grant.

Market Analysis

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Global Markets in July
August 4, 2020 Global Markets in July As July came to a close, the major categories of equities generated some …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