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Jim Bell, CFP®
President and Founder
Senior Investment Advisor
Investors increasingly express their desire to create positive social impact by investing in a way that reflects their own values. Social or values-based investing is an opportunity to leverage your own financial assets to benefit others.
Bell Investment Advisors’ office
1111 Broadway, 16th Floor, Oakland, CA 94607
City Center Parking accessible from 11th Street at Clay
Space is limited, and reservations are required.
For inquiries and/or reservations email Jaye Roundtree.