Trusted Financial Advisor

Mr James F Bell CFP

Mr James F Bell CFP

Bell Investment Advisors

1111 Broadway Fl 16, Oakland, CA

90% Trust Score
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Compensation
Fee Only
Min. Assets
$500,000
Languages
Spanish, French, English
License
Not Validated

Areas of Expertise

Comprehensive Financial Planning, Education Planning, General Financial Planning, Intergenerational Planning, Investment Management, Investment Planning, Life Planning

Client reviews 1 published

1 Favorable
0 Unfavorable
0 Neutral
Client
May 12, 2020
Favorable

Certified Trusted Financial Advisor