Jim Bell
Jim Bell is the Chairman and Founder of Bell Investment Advisors. He creates comprehensive financial plans and customized investment strategies to provide personal career/life coaching to clients. Bell has appeared as a guest on MSNBC’s “Power Lunch”, CNN Financial News, and CNBC, and has been interviewed for a variety of online and print media, including Money magazine, MutualFundWire.com, and the San Francisco Business Times. He has also appeared on “View from the Bay” with his late wife Bonnie, addressing financial and life planning issues.
Jim Bell Professional Experience / Academic History
Professional Experience
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Chairman and Founder
Academic History
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Bachelor's Degree, English
A Quote From Jim Bell
“I love helping clients pay attention to the quality of their lives as well as the amount of money they have. I am especially proud of having many long-term clients at this point whose children have grown up and become clients as well.”
- He was awarded the designation of Certified Financial Planner in 1992, which he held until 2020.
- He participated for ten years in the business professionals program Leadership, Entrepreneurship, Innovation, and Power (LEIP) in Silicon Valley.
- He has worked in the investment field since 1982 and served for several years on the board of the Financial Planning Association, San Francisco chapter.