About

People

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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

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

Portfolio Manager, Investment Advisor

Heidi Stoltz

Investment Advisor

Lauren Taylor

Operations Associate, Receptionist

Market Analysis

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Our Market Analysis for January 2017
February 2, 2017

Although still positive for the month, the so called Trump Rally took a breather in January. There i...


Video

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Year-End Review and 2017 Preview
January 24, 2017

The presenters review the market activity and the economic events of 2016, as well as preview what 2


Publication

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Don’t Pay Attention to Predictions
January 24, 2017

2016 was a horrible year for professional predictors, forecasters, fortune tellers, and pollsters. T...

Latest News

Bell Investment Advisors Hosts Oakland Evening Event, “TELL ME SOMETHING GOOD: Discovering positive social impact in Oakland and in your investment portfolio”

OAKLAND, Calif. September 8, 2016 /PR Newswire/ — Bell Investment Advisors has announced it will be hosting a special wine and cheese reception and seminar…

 

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