46% Raised of $3,000 Goal
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 utilizing our proprietary momentum-based investment strategy, ACTIVE PORTFOLIO ENHANCEMENT®, we also offer comprehensive Financial Planning and Career & Life Coaching. While these three domains of concern have traditionally been dealt with separately, as if they were completely unrelated fragments of life, we believe they are dimensions of life that can be integrated and managed to produce your own good life.
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