About

People

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

Brian R. Baylis

Chief Operations Officer,
Chief Compliance Officer

In Memoriam: Bonnie Bell, MA, MDiv.

Past Principal, Director of Career/Life Coaching

Forrest Bell, CFP®

President, Financial Planner & Senior Investment Advisor

James F. Bell

Founder & Chief Investment Officer

Tiffany Blaho

Investment Advisor

Heidi Crawford

Investment Advisor

Laurent J. Harrison, CFP®

Senior Investment Advisor, Financial Planner

Ryan Kelley, CFA®

Portfolio Manager

Ramsay Leimenstoll

Investment Advisor and Financial Planner

Christina Light

Relationship Manager

Jerene Meissert

Senior Relationship Manager

Jane Micallef

Career Coach

Jocelyn Reyes

Receptionist/Operations Associate

Jaye Roundtree

Senior Operations Associate

Market Analysis

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COVID-19 and February’s Market
March 4, 2020 After an initial rise and pullback in January due to Coronavirus fears, U.S. stocks followed a …Read More

Video

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2020 Election Impact and an Update on the U.S. Economy
December 21, 2019

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
Bell Investment Advisors, established in 1991, a privately-held, registered investment advisory firm located in Oakland, California in the San Francisco Bay Area, offers investment management, financial planning, and career/life coaching, all of which factor into Making a Good Life Happen® for their clients.

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