To get the latest news and updates from us, please fill out the form and click "Subscribe" to receive our e-newsletter.
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. Learn how. Enjoy wine, cheese, networking, and discussion.
Bell Investment Advisors’ office
1111 Broadway, 16th Floor, Oakland, CA 94607
City Center Parking accessible from 11th Street at Clay
There is no fee for this event.
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.