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Our downtown Oakland office, 1111 Broadway, Suite 1630
Jim Bell, CFP®
President and Founder
Join us for lunch and a presentation, in which the following topics will be addressed:
1. How your financial plan serves as a strategic decision making tool
2. How your financial plan determines sustainable spending
3. How to identify the optimal investment risk for making your life work
4. How investor behavior sabotages investment performance
There is no fee for this event. Space is limited. Reservations for you (and a guest, if you wish) are required.
For inquiries and/or reservations, contact us at 800.700.0089, ext. 100 or by email at RSVP@bellinvest.com.
Bell received notification from our custodian, Charles Schwab, of a text message-based phishing attempt imitating Schwab. The phishing attempt appears to have been sent to a random set of phone numbers, not necessarily clients of Schwab or Bell Investment Advisors. The phishing attempt was conveyed through text messages appearing to come from Schwab, but in …Read More