About

People

Click the Bell staff member's image to view complete profile.

Brian R. Baylis

Chief Operations Officer,
Chief Compliance Officer

Bonnie Bell, MA, MDiv., Principal

Director of Career/Life Coaching

Forrest Ryan Bell, CFP®

Senior Investment Advisor, Financial Planner

James F. Bell, CFP®

President & Founder

Laurent J. Harrison, CFP®

Senior Investment Advisor, Financial Planner

Nancy Isaacs

Marketing Manager

Ramsay Leimenstoll

Paraplanner

Christina Light

Relationship Manager

Jerene Meissert

Senior Relationship Manager

Rohan Nayak, CFP®

Portfolio Manager, Investment Advisor

Jaye Roundtree

Senior Operations Associate

Paul Rubin, CFP®

Relationship Manager, Financial Planner

Corinne Salera Bedford, CFP®

Portfolio Manager, Investment Advisor

Heidi Stoltz

Investment Advisor

Lauren Taylor

Operations Associate, Receptionist

Market Analysis

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Don’t Be Afraid of a Market Pull Back
November 2, 2017

Don’t be afraid of a market pull back. This October 19 marked the 30-year anniversary of the g...


Video

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President Trump: The First Sixty Days
April 5, 2017

A discussion of the Trump administration’s actions and policies that are relevant to investors and


Publication

bellinvest publicaion
Cash, Bonds, and Happiness
October 20, 2017

 Cash can make you happy, at least according to an article from the Wall Street Journal titled “M...

Latest News

Bell Staffer Volunteers at Financial Planning Day

Recognizing the value of financial planning for all, Bell Paraplanner Ramsay Leimenstoll served as a logistics volunteer on Saturday, October 28 at “Free Financial Planning Day” at the main branch of the San Francisco Public Library. This annual event, which takes place every fall in cities across the country, hosts workshops on personal finance topics […]

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