News & Events

Sign up for our monthly Bell e-News.

To get the latest news and updates from us, please fill out the form and click "Subscribe" to receive our e-newsletter.

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

News
Posted: September 14, 2016

OAKLAND, Calif. September 8, 2016 /PR Newswire/ — Bell Investment Advisors has announced it will be hosting a special wine and cheese reception and seminar, TELL ME SOMETHING GOOD: Discovering positive social impact in Oakland and in your investment portfolio, on Wednesday, September 21 from 6 to 8 pm. The event will be held at Cerruti Cellars, 100 Webster Street, near Jack London Square. Local wines and fine appetizers will be served.

In contrast to the contentious atmosphere of the election season, the presentation will abound with good news. Jose Corona, Director of Equity and Strategic Partnerships in the Office of Mayor Libby Schaff, will fill us in about good things happening in the City of Oakland during this period of growth. Also speaking will be Suzanna Rush, the Operations Manager of Kiva.org, a local organization that offers micro loans to local entrepreneurs to help them develop and grow their businesses. One of the loan recipients will be present to talk about her experience of success.

The presenters from Bell Investment Advisors will be Heidi Stoltz, Investment Advisor, and Corinne Salera, Investment Advisor and Portfolio Manager, both leaders in The Women’s Roundtable at Bell, which sponsors quarterly events. This special off-site event is open to both men and women. Ms. Stoltz and Ms. Salera will be speaking about how to align your money with your values to promote positive social impact.

Ms. Stoltz says, “This will be a great night to come together and to showcase Oakland’s positive momentum. We’re all looking forward to it!”

Parking is free in the winery parking lot and on the street after 6 pm. In addition, there are pay parking lots in close proximity. Please enter on the far side of the building closest to the railroad tracks, not from the parking lot.

There is no fee to attend. Space is limited and reservations are required. For inquiries or reservations, please contact us at 800.700.0089 or RSVP@bellinvest.com. An evening of local wine and uplifting stories — what could be better?

Market Analysis

White paper feature image
Market Analysis – May 2017
June 2, 2017

Politics still impact financial markets in the short term, as shown by the Dow Industrial Average fa...


Video

video feature image
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
California Real Estate and Retirement Possibilities
April 18, 2017

A caption to a Wall Street Journal article from November 2016 read, “Home prices set a record in S...

Latest News

Piedmont East Bay Children’s Choir Receives Grants from NEA and Bell

More Than $82 Million Awarded for Arts Projects Nationwide Includes $13,000 awarded to Piedmont East Bay Children’s Choir  Oakland, CA — National Endowment for the Arts Chairman Jane Chu has approved more than $82 million to fund local arts projects across the country in the NEA’s second major funding announcement for fiscal year 2017. Included […]

Latest Tweet

Connect With Us

bellinvest 20 year