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Downtown Oakland, California
Jim Bell, CFP®
President and Founder
Bonnie Bell, MA, MDiv., Principal
Director of Career/Life Coaching
Join us for lunch, networking with interesting professionals, and an opportunity to learn about our firm’s philosophy, “Making a Good Life Happen”. This could have a direct impact on your future!
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