Bell Investment Advisors

www.bellinvest.com

Bell Investment Advisors is a privately-held, registered investment advisory firm located in Oakland, California, with a satellite office in Santa Rosa’s Fountaingrove Village. In addition to providing Investment Management services, we also offer comprehensive Financial Planning and Career/Life Coaching. While these three domains have traditionally been dealt with separately as if they were unrelated, we believe they involve dimensions of life that can be integrated and managed to produce a good life for yourself.

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Bell Investment Advisors is a privately-held, registered investment advisory firm located in Oakland, California, with a satellite office in Santa Rosa’s Fountaingrove Village. In addition to providing Investment Management services, we also offer comprehensive Financial Planning and Career/Life Coaching. While these three domains have traditionally been dealt with separately as if they were unrelated, we believe they involve dimensions of life that can be integrated and managed to produce a good life for yourself.

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Country

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State

California

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City (Headquarters)

Oakland

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Employees

11-50

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Founded

1991

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Estimated Revenue

$5,000,000 to $10,000,000

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Potential Decision Makers

  • Chief Operations Officer

    Email ****** @****.com
    Phone (***) ****-****
  • Relationship Manager

    Email ****** @****.com
    Phone (***) ****-****
  • Marketing Manager

    Email ****** @****.com
    Phone (***) ****-****
  • Investment Advisor , Financial Planner and Portfolio Manager

    Email ****** @****.com
    Phone (***) ****-****

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