Joined Bell: 2018
Hidden Talent: Arts & crafts of many varieties
Inspiration: Her family, and discovering new ways of doing old things
Jena joined the Financial Planning Team at Bell in 2018 in the role of Paraplanner. Jena appreciates the positive & welcoming culture at the firm, as well as the holistic view Bell takes with Financial Planning in helping clients achieve their goals. She began her financial planning career with a desire to help people gain a sense of peace about their financial lives, by looking at all the “moving parts” and creating a true roadmap for their future. She is interested in helping those around her uncover and achieve their most meaningful goals – to be a little happier, a little healthier, or a little more financially secure.
After launching and operating a small business in San Francisco, as well as working in the REIT and legal industries, Jena transitioned to Financial Planning in 2016. She completed her CERTIFIED FINANCIAL PLANNERTM education through the College for Financial Planning, and received her CFP® Certification in 2019. Before joining Bell, Jena served as an Associate Financial Planner with Asti Financial Management, LLC, where she created financial plans for individuals and couples in all stages of their lives. She is a member of the Financial Planning Association, San Francisco chapter.
Jena is originally from the East Coast, but she has called the Bay Area home for over 20 years. To escape the long winters in New York, she fulfilled an early-childhood dream and moved to sunny California, where she earned a B.A. in Anthropology from Mills College. She has volunteered extensively with local charities, including Rebuilding Together – San Francisco, and has enjoyed bringing creative and meaningful assemblies to her children’s elementary school. Jena loves spending her free time with family and friends, and appreciates the beautiful environment in which we live.
Bell received notification from our custodian, Charles Schwab, of a text message-based phishing attempt imitating Schwab. The phishing attempt appears to have been sent to a random set of phone numbers, not necessarily clients of Schwab or Bell Investment Advisors. The phishing attempt was conveyed through text messages appearing to come from Schwab, but in …Read More