The Face of Investment Management, Financial Planning, Life Coaching

Bell Investment Advisors


“It’s not just about your money; it’s about your life,” says Bonnie Bell, principal and director of Career/Life Coaching at Bell Investment Advisors in downtown Oakland. “We are celebrating our 25th anniversary as a privately-owned, registered investment advisory firm offering Investment Management, Financial Planning, and Career/Life Coaching. These services can be used individually or in any combination depending on your needs.” Adds President and Founder Jim Bell, CFP®, “We take a comprehensive approach to working with our clients to help them clarify, plan for, and manage a good life—personally, professionally, and financially. That’s the point of all we do, in accordance with our firm’s philosophy, Making a Good Life Happen™.”

Bell Investment Advisors

1111 Broadway #1630, Oakland, 510-433-1066,

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