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.

Bell in the Community

News
Posted: March 2, 2020

Last fall, team members Ramsay Leimenstoll and Tiffany Blaho carried on Bell’s tradition of sending volunteers to the Financial Planning Association’s “Free Financial Planning Day”. This event, taking place every year at the main branch of the San Francisco Public Library, provides members of the public with the opportunity to attend seminars on debt consolidation, budgeting, basic estate planning, and other personal finance topics – as well as the opportunity to have half-hour meetings with CERTIFIED FINANCIAL PLANNERS™.

Members of the Bell team have been volunteering at FFPD since 2016. Having the chance to give back to our community is part of Bell’s core identity, be it through volunteering at Rebuilding Together Oakland, sponsoring Oakland Symphony concerts, or supporting other local arts organizations. We don’t often have the opportunity to use our professional skills in a volunteer capacity, which is what makes this annual event so exciting. We enjoy this chance to work with people early on in their journey towards financial peace of mind.

Free Financial Planning Day is a national event sponsored by Financial Planning Association chapters across the country every fall. It can be a great opportunity for your children, other family members, or friends who have never received financial guidance before (or who may need some help recovering from past financial struggles) to access education and advice from trusted experts – completely free of charge.

Photo: Ramsay (left) and Tiffany (right) posing in front of a mural in the Latino Room of the library at FFPD.

 

Market Analysis

White paper feature image
May Market Commentary
June 3, 2020 In May, optimism related to the gradual reopening of the US economy persisted. After some initial …Read More

Video

video feature image
Webinar: Economic Recovery – When will it begin? What shape will it take?
May 28, 2020   Presenters: Forrest Bell, CFP®, President and Senior Investment Advisor Laurent Harrison, …Read More

Publication

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