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.

TELL ME SOMETHING GOOD: Discovering positive social impact in Oakland and in your investment portfolio

An evening of local wine and uplifting stories — not to be missed.
Wednesday, September 21, 6 – 8 pm
Cerruti Cellars - 100 Webster, Jack London Square, Oakland, California

Cerruti Cellars, 100 Webster, Jack London Square, Oakland, California

  • Hear inspiring stories from the Mayor’s office of community growth and progress.
  • Learn how uses micro-lending to expand opportunities for Oakland small businesses.
  • Find out how to align your money and values to promote positive social change.

Special guest speakers:

Jose Corona cropped
Jose Corona
Director of Equity & Strategic Partnerships
Office of the Mayor, City of Oakland

Suzanna Rush
Operations Manager

Both men and women are invited to attend this special event sponsored by The Women’s Roundtable. There is no fee to attend. Space is limited. Reservations for you (and a guest, if you wish) are required. For inquiries, reservations: contact us at 800.700.0089, ext. 100 or by email at

Market Analysis

White paper feature image
Global Markets in July
August 4, 2020 Global Markets in July As July came to a close, the major categories of equities generated some …Read More


video feature image
Webinar: Economic Recovery – How Might 2020 End?
July 22, 2020 Presenters: Laurent Harrison, CFP®, Senior Investment Advisor and Financial Planner Ryan Kelley, …Read More


bellinvest publicaion
529 College Savings Plan Resources
November 1, 2019 529 Education Savings Plans are a meaningful topic for parents, grandparents, and anyone else who …Read More