Joined Bell: 1991
Hidden Talent: inventive chef
Inspiration: besides Bonnie, great music, including classical, opera, and jazz
Jim and his wife, Bonnie Bell, founded Bell Investment Advisors in 1991. Since that time, the firm has enjoyed steady growth, primarily through personal and professional referrals. Jim has appeared as a guest on MSNBC’s Power Lunch, CNN Financial News, and CNBC, and has been interviewed for a variety of online and print media, including Money magazine, MutualFundWire.com, and the San Francisco Business Times. He has appeared on View from the Bay with Bonnie Bell, Principal and Director of Career/Life Coaching for the firm, addressing financial and life planning issues. Bonnie writes a regular blog on career and life issues, Making a Good Life Happen® (www.careerlifecoaching.bellinvest.com), and Jim regularly contributes to the firm’s financial blog, (www.financialadvisorblog.bellinvest.com).
Jim derives great satisfaction from the way in which the staff at Bell Investment Advisors has developed into a tightly-knit relationship management and performance team. “I love helping clients pay attention to the quality of their lives as well as the amount of money they have. I am especially proud of having many long-term clients at this point whose children have grown up and become clients as well.”
Jim earned a degree in English from the University of California, Santa Barbara, and a Master of Divinity degree from The Graduate Theological Union in Berkeley, California. He completed the Professional Educational Program of the College for Financial Planning and was awarded the designation of CERTIFIED FINANCIAL PLANNERTM in 1992. He participated for ten years in the business professionals program, Leadership, Entrepreneurship, Innovation and Power (LEIP) in Silicon Valley. He has worked in the investment field since 1982 and served for several years on the board of the Financial Planning Association, San Francisco chapter.
Jim and Bonnie actively engage with and financially support a number of organizations, including Oakland East Bay Symphony, for which Jim is currently serving as President of the Board of Directors; the Piedmont East Bay Children’s Choir; Cazadero Music Camp; the San Francisco Gay Men’s Chorus; Gritty City Repertory Theatre of Oakland; and 51Oakland. Jim has served as Association Chair of Festival Opera in Walnut Creek, and with Bonnie leads a Marriage Preparation Team at Newman Hall in Berkeley.
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