Events & Links

The Women's Roundtable



Breaking Barriers One Note at a Time: The Story of Olga Samaroff
Wednesday May 17, 2017, 6 – 8 pm

Referred to as ‘The Eleanor Roosevelt of Music’, Olga Samaraoff was a groundbreaking concert pianist who made tremendous strides in the early part of the 20th century.  In a time of considerable gender bias, Olga self-produced her debut at Carnegie Hall in 1905, becoming the first woman to play at the venue, all before women in the U.S. were even allowed to vote.  Ms. Donna Kline, documentarian and classical pianist, will guide us through Olga’s compelling story of perseverance.

Bell Investment Advisors’ office
1111 Broadway, 16th Floor, Oakland, CA 94607
City Center Parking accessible from 11th Street at Clay

There is no fee for this event. Space is limited. Reservations for you (and a guest, if you wish) are required.

For inquiries and/or reservations: contact us at 800.700.0089, ext. 100 or by email at



Four Tips for Women Investors (that also work for men)

Investing in Ourselves at Various Life Stages

Stocks, Not Stockings

Saving for Retirement:
What Will Be Your Story?

Meet Their Needs for a Lifetime

Saving for Retirement

FOCUS (in the series Taking Charge of Your Financial Future)

Money Talks. So Should We.

Prepare Now for Retirement Later

Taking Charge of Your Financial Future

The Women’s Roundtable

Giving and Your Financial Plan

Family First

Resources for Financially-Savvy Kids


Helping Your Teen Find a Summer Job
and/or a Worthwhile Summer

The Woman Investor

The Power of No

Information is plentiful. Grounded assessments are not. Bell Investment Advisors is pleased to offer The Women’s Roundtable, a learning cooperative for and by women. Our aim is to provide an enriching environment in which to learn and share ideas that impact our financial goals.

When we evaluate our overall financial location, do we view it from every angle? Are investments positioned for long-term planning or short-term goals? How can you engage family members in discussions around wealth planning? Can you make your money multitask?

Our goal is to keep things practical—we want to provide thoughtful commentary and be a resource for timely financial news and content. We deliver this through a series of educational seminars on various themes and topics, with diverse perspectives from our expert partners and women facing similar challenges and everyday concerns.

This is our roundtable. Let’s talk.


Join us for quarterly Wine & Cheese Gatherings to discuss financial topics and strategies with a focus
on women.

According to The $14 Trillion Woman, by Kay and DiLeonardi (2009):

  • Women account for 64% of the U.S. Gross Domestic Product.
  • Women are responsible for 85% of all purchases.
  • Women control an estimated $14 trillion in assets, over 50% of all private wealth.
  • Women handle the money in 85% of families.
  • 50% of all investors are women.

The Women’s Roundtable is featured in Diablo Magazine, read the online article here.

Take charge of your financial future by joining one or all of The Women’s Roundtable events this year.


Market Analysis

White paper feature image
Market Analysis – April 2017
May 4, 2017

Scott Wittman, Chief Investment Officer at American Century Investments, is one of the investment pr...


video feature image
President Trump: The First Sixty Days
April 5, 2017

A discussion of the Trump administration’s actions and policies that are relevant to investors and


bellinvest publicaion
California Real Estate and Retirement Possibilities
April 18, 2017

A caption to a Wall Street Journal article from November 2016 read, “Home prices set a record in S...

Latest News

Bell Investment Advisors Sponsors Oakland Symphony’s Season Finale, “Guys and Dolls in Concert”

OAKLAND, Calif., May 9, 2017 /PRNewswire/ — Bell Investment Advisors ( has announced the firm is sponsoring the final concert of the Oakland Symphony’s 2016/17 season at the historic Paramount Theatre, 2025 Broadway, downtown Oakland, May 19, 8 pm. Maestro Michael Morgan will conduct Frank Loesser’s celebrated “Guys and Dolls”. Bryan Nies, Assistant Conductor, will […]

Latest Tweet

Connect With Us

bellinvest 20 year