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 Staffer Volunteers at Financial Planning Day

Posted: November 9, 2017

Recognizing the value of financial planning for all, Bell Paraplanner Ramsay Leimenstoll served as a logistics volunteer on Saturday, October 28 at “Free Financial Planning Day” at the main branch of the San Francisco Public Library. This annual event, which takes place every fall in cities across the country, hosts workshops on personal finance topics such as: paying for college, credit and debt, estate planning, investing, employee benefits, and more. It also brings in Certified Financial Planner™ professionals to volunteer their time for one-on-one meetings with members of the public who want to discuss their financial planning questions with a professional. With the CFP® certification, participating planning professionals have a fiduciary obligation to give advice only in the best interest of the client. (Bell’s financial advisors are always held to this standard in our work with clients). Congratulations and thank you, Ramsay!

Market Analysis

White paper feature image
A Mixed Month in the Market
July 6, 2020 A Mixed Month in the Market After surging over 6% in the first week of June on the back of a …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