With 30 years of investment management and financial planning experience serving Bay Area individuals and families, we work to improve financial futures, one client at a time. Our team of professionals work diligently to help you stay on track. We love what we do and take pride in doing it well. Taking control of your financial future is about getting clarity on what's important and developing a strategy to get you there.
We're here to guide you. Your plan is a roadmap that is unique to you, which brings your concerns and expectations to the surface - and shows you what choices and efforts will help you achieve your financial goals. Whether you have an established portfolio or are just getting started, getting a seasoned perspective can help you set your course and stay on track.
We're here to guide you. Your plan is a roadmap that is unique to you, which brings your concerns and expectations to the surface - and shows you what choices and efforts will help you achieve your financial goals. Whether you have an established portfolio or are just getting started, getting a seasoned perspective can help you set your course and stay on track.
Services
At Bell Investment Advisors, you will find a team of caring professionals with expertise in investment management, financial planning, and career coaching. Our dear Bonnie Bonetti-Bell was the force behind our Career/Life Coaching services. As a principal of our firm, Bonnie had an innate talent for seeing the best in people.
As financial advisors, we realize the tremendous responsibility we accept with every client. For the benefit of our firm and our clients, we've created guiding principles that direct our decisions and actions at all times. These principles act as a guide for us to ensure we're giving you the best experience and service possible.
Taking control of your financial future is about getting clarity on what's important and developing a strategy to get you there. We're here to guide you. Create a strategy and make sure you're on track for your long-term goals. A financial plan is both a guide and a map that should be revisited over time and adjusted as your life changes.
Our purpose is to provide a warm, enriching environment in which to share ideas that impact our lives - financially and otherwise. Sometimes we invite guest speakers to present on topics that harmonize with our firm's philosophy, Making a Good Life Happen, and with our three service offerings: Investment Management, Financial Planning, and Career Coaching.
Do you have an investment portfolio, but feel like the choices made in the past are no longer serving you today? Or are you new to investing, and want to make sure you make the best choices with your wealth while avoiding pitfalls along the way? Whether you have an established portfolio or are just getting started, getting a seasoned perspective can help you set your course and stay on track.
Reviews (3)
Clarissa Lyons
Nov 24, 2021
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Thaddeus T.
Feb 26, 2014
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The Bell Team is indeed nice, contributing to the community, to music, theater, sports. They are not as great in their results for your investments. Their "active" investment strategy, the "momentum method," has fallen behind the S&P 500 for at least the past 10 years. Their claim to have beaten the S&P 500 over time is true only for investors who have been with Bell since the time BEFORE the momentum method. In other words, if you had instead been "passively" investing by choosing S&P-like funds (which isn't always easy), you would have done much
Andy R.
Nov 02, 2011
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Jim and Bonnie Bell are two of the most wonderful people you will meet. They offer a terrific range of financial services including investing and coaching. They are very transparent with the performance of their fund - something you will not find with many other firms. Jim and Bonnie are deeply involved with the Oakland East Bay Symphony and have raised large sums of money to support this organization, including their Music for Excellence (MUSE) program for Oakland public schools.
