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Positive Leadership and Innovation Training at U.C. Berkeley

October 5, 2017

Two of our long-time staff Certified Financial Planner™ professionals, Laurent Harrison, CFP®, and Dana Nelson, CFP® graduated from the Certified Financial Planning Program at U.C. Berkeley in 2012. At the time, Keith Gatto, Ph.D., was the head of …Read More

Piedmont East Bay Children’s Choir Receives Grants from NEA and Bell

June 16, 2017

More Than $82 Million Awarded for Arts Projects Nationwide Includes $13,000 awarded to Piedmont East Bay Children’s Choir  Oakland, CA — National Endowment for the Arts Chairman Jane Chu has approved more than $82 million to fund local arts projects …Read More

Bell Investment Advisors Sponsors Oakland Symphony’s Season Finale, “Guys and Dolls in Concert”

May 9, 2017

OAKLAND, Calif., May 9, 2017 /PRNewswire/ — Bell Investment Advisors ( has announced the firm is sponsoring the final concert of the Oakland Symphony’s 2016/17 season at the historic Paramount Theatre, 2025 Broadway, …Read More

Bell Supports The Community Through Rebuilding Together Oakland/East Bay.

April 11, 2017

  For two Saturdays every April for the last six years, Bell staff with family and friends and in conjunction with staff from the law firm Wendel Rosen Black & Dean LLP, have volunteered for a labor of love — providing home repair and …Read More

Bell Investment Advisors Hosts Oakland Evening Event, “TELL ME SOMETHING GOOD: Discovering positive social impact in Oakland and in your investment portfolio”

September 14, 2016

OAKLAND, Calif. September 8, 2016 /PR Newswire/ — Bell Investment Advisors has announced it will be hosting a special wine and cheese reception and seminar, TELL ME SOMETHING GOOD: Discovering positive social impact in Oakland and in your investment …Read More

Public Service Presentation on Financial Literacy for Young Adults

August 15, 2016

On August 13, 2016, in the downtown offices of Bell Investment Advisors, a group of Rotary Club members and their mentored scholarship recipients gathered for a Saturday morning breakfast presentation, “Financial Literacy and Behavior for Adults and …Read More

Market Analysis

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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


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


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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