Joined Bell: 2009
Hidden Talent: aspiring sommelier
Laurent joined Bell Investment Advisors in 2009. Since then he has held several positions, including Relationship Manager, Investment Advisor, Financial Planner, and Senior Investment Advisor. As a CERTIFIED FINANCIAL PLANNERTM professional, Laurent enjoys working with Bell clients to build their financial plans and design custom investment strategies. He appreciates the energy, mood, and atmosphere at Bell, as well as the high level of trust and respect the staff is able to bring forth in client relationships.
Laurent was born in Paris to a French mother and American father and raised in a French-speaking household in the Bay Area. After graduating in Information Systems from California State University at Hayward, he spent over 20 years in various technical, sales, and software implementation roles with a number of major software companies. He subsequently attended the financial planning certificate program at the University of California, Berkeley and attained his CFP® certification in 2012. He also holds a Series 65 securities license.
In his free time, Laurent enjoys cycling, hiking, downhill skiing, and just about any outdoor activity that takes place in the Bay Area or in the Sierras. He has taken cycling vacations to destinations around the world, including the Pacific Northwest, Alaska, Ireland, and New Zealand. He is a life member of the Sierra Club and enjoys spending time with his sister’s family and more recently, his two adopted kittens, Indie and Dakota.
Laurent spent more than 5 years serving on the board of Rebuilding Together Oakland East Bay (RTO|EB) from 2012-2017 as board member, treasurer, and vice president. RTO|EB brings community and business volunteers together each year to repair the homes of low-income elderly and/or disabled homeowners, enabling them to continue living independently in their homes in safe, comfortable conditions. Laurent also actively supports the National Multiple Sclerosis Society.
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