About

In Memoriam: Bonnie Bell, MA, MDiv.

Past Principal, Director of Career/Life Coaching



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

Our dear Bonnie Bonetti-Bell was the force behind our Career/Life Coaching services. As a principal of our firm, Bonnie had an innate talent for seeing the best in people.  Moreover, she helped others see the best in themselves. She and Jim proudly integrated investment management, financial planning, and career/life coaching in order to help their clients plan for and produce a good life.

Bonnie held 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, she conducted seminars and workshops, and was a public speaker. Bonnie was 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 regularly presented company webinars, and together wrote a column in the Piedmont Post called “Making a Good Life Happen” on issues relating to finance, career, retirement, and life.

Bonnie served on several non-profit boards and committees and was 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 engaged with and financially supported 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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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

Video

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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

Publication

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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