Joined Bell: 2019
Hidden Talent: Leading “trivia night” teams to victory
Inspiration: Family, and working to become a better person every day
Tiffany joined Bell Investment Advisors in 2019. She serves as an Investment Advisor and is also a member of Bell’s Investment Committee. Tiffany likes helping people and enjoys breaking down complex financial topics into understandable pieces. In her own words: “Finance tends to have a lot of jargon and complicated rules which can make people feel intimidated and overwhelmed – especially people who feel like they never had a strong financial education. I like being able to bridge that gap and help people understand their finances in a way that empowers them to make important decisions about their future.”
Tiffany grew up in Alaska and Florida before moving to California to attend the University of California, Berkeley. She graduated in 2010 with a B.A. in History and Classical Civilizations. Tiffany holds a Series 65 securities license and is completing the educational requirements to sit for the Certified Financial Planner™ exam. Prior to Bell, she worked for four years at a wealth management firm in the North Bay, where she had many responsibilities including trading, and advising both individual clients and company retirement plans.
Away from work, Tiffany enjoys traveling, both overseas and within the US. She attends the Kentucky Derby every year with her Dad, and loves the tradition of dressing up and wearing a big hat. Tiffany also enjoys becoming immersed in new books, and has a deep appreciation for UC Berkeley’s beautiful reading library. Tiffany lives with her fiancé, Bill, and is currently planning their upcoming wedding in New Orleans. In her free time, she volunteers with the Financial Planning Association and the University of California, Berkeley’s Alumni Association.