About

Name: Bonnie Bell, MA, MDiv., Principal

Position: Director of Career/Life Coaching

Joined Bell: 2000

Hidden Talent: ability to see potential and bring it into reality

Inspiration: besides Jim, great writing



Click here to visit Bonnie Bell’s Career/Life Coaching Blog, Making a Good Life Happen®.

Bonnie is the force behind our Career/Life Coaching services. She and Jim are proud to be in the vanguard of financial advisors who are integrating investment management, financial planning, and career/life coaching in order to help their clients plan for and produce a good life.

Bonnie has a Master’s degree in Counseling, a Master’s of Divinity, and over 20 years of experience as a career/life coach. Prior to officially joining Jim in managing Bell Investment Advisors in 2000, she was a social worker, a mental health counselor, and the owner of two businesses: Key Concepts, an outplacement agency for communications professionals, and Finding Your Way Career Consulting.

In addition to providing one-to-one career coaching for a broad range of professionals aged 25 to 75, she conducts groups, seminars, and workshops, and is a public speaker. Bonnie has been a keynote speaker at the East Bay Chapter of the Financial Women’s Association and for the Career Development Section of the Financial Planning Association; she conducted an in-service training called The Who Am I Workshop for the professional counseling staff of Homeward Bound in Novato; and she was the featured speaker at the Bell Investment Advisors Lunch & Learn, What About Coaching for High Performance? Because of the Bells’ innovative offer which includes career/life coaching along with investment management and financial planning, in May 2012 Bonnie and husband Jim were invited to speak at the National Financial Planning Conference on Integrating the Career Conversation into the Financial Planning Process. They are the hosts/presenters at the Bell quarterly Making a Good Life Happen lunch, regularly present company webinars, and together write a column in the Piedmont Post called Making a Good Life Happen on issues relating to finance, career, retirement, and life

Bonnie has served on several non-profit boards and committees and has been an advisor to a number of executive directors of non-profit organizations. She and Jim lead a Marriage Preparation Team at Newman Hall in Berkeley, and together actively engage with and financially support a number of organizations, including the Oakland East Bay Symphony, the Piedmont East Bay Children’s Choir, Cazadero Music Camp, and the San Francisco Gay Men’s Chorus.

Market Analysis

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Market Analysis – April 2017
May 4, 2017

Scott Wittman, Chief Investment Officer at American Century Investments, is one of the investment pr...


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President Trump: The First Sixty Days
April 5, 2017

A discussion of the Trump administration’s actions and policies that are relevant to investors and


Publication

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California Real Estate and Retirement Possibilities
April 18, 2017

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Latest News

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

OAKLAND, Calif., May 9, 2017 /PRNewswire/ — Bell Investment Advisors (www.bellinvest.com) has announced the firm is sponsoring the final concert of the Oakland Symphony’s 2016/17 season at the historic Paramount Theatre, 2025 Broadway, downtown Oakland, May 19, 8 pm. Maestro Michael Morgan will conduct Frank Loesser’s celebrated “Guys and Dolls”. Bryan Nies, Assistant Conductor, will […]

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