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.
The 2018 tax season is now upon us, and with that comes tax documentation to assist you in filing your return. All official tax reporting information will come directly from Schwab. Please see below for timelines (varies by document type). 1099 – Paper Mailing For retirement accounts, you should have already received your Form 1099-R. …Read More