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Jim Bell, CFP®
President and Founder
All human concerns are addressed more effectively when they are grounded in a deeply held philosophy. We have found that financial literacy and responsibility come to life when grounded in a philosophy of dignity. This presentation explores the relationship between dignity and money. In the context of dignity, we teach the principles of budgeting, spending, banking, borrowing, saving and investing.
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