To get the latest news and updates from us, please fill out the form and click "Subscribe" to receive our e-newsletter.
Laurent Harrison, CFP®, Senior Investment Advisor and Financial Planner at Bell Investment Advisors, participated as a volunteer in Santa Rosa on Saturday, November 3 at Free Financial Planning Day, sponsored by the Financial Planning Association of San Francisco. Along with other local CERTIFIED FINANCIAL PLANNERS™, he offered no-cost financial planning consultations to families affected by the October 2017 Santa Rosa fires. Sessions were open to anyone who had losses due to those fires. In keeping with Bell’s commitment to serving the community, Bell staff have participated in past pro bono financial planning events throughout the Bay Area. Bell maintains an office in Santa Rosa in addition to its corporate headquarters in downtown Oakland, California.
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