James F Bell

Chairman and Founder @Bell Investment Advisors

Oakland, CA, US
EMAILS
j••••@bellinvest.com
MOBILE NUMBERS
+18•••••••38

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WORK HISTORY

Jan 1991 — Present

Chairman and Founder @Bell Investment Advisors

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Orinda, CA, US

In 1991, James founded Bell Investment Advisors. Since then, his firm has enjoyed steady growth, primarily through personal and professional referrals. Jim has appeared as a guest on MSNBC Power Lunch, CNN Financial News, CNBC and has been interviewed for a variety of online and print news sources, including Money magazine, mutualfundwire.com and the San Francisco Business Times.

SKILLS

Retirement PlanningWealth ManagementInvestment Management

ABOUT JAMES F BELL

2019 to Present - Bell Investment Advisors, Oakland, CA - Chairman and Founder1990 to 2018 – Bell Investment Advisors, Oakland, CA – President and Founder19••••90 – California Private Investment Corp. – Financial Consultant, Senior Investment AdvisorWe create comprehensive financial plans and customized investment strategies plus provide personal career/life coaching, all to help our clients make a good life happen.Specialties: Investment Management, Financial Planning and Career/Life Coaching(Endorsements and recommendations cannot be accepted.)

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