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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 Investment Advisors has been a major supporter of the Piedmont East Bay Children’s Choir (PEBCC.org) for almost ten years. We are lifelong music lovers and consider our involvement with Bay Area music and arts organizations central to making a good life happen for our family, our business, and our community. On Sunday, December 2 from …Read More