Bell Investment Advisors

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2097 Stagecoach Rd
Santa Rosa, CA 95404
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. Bell Investment Advisors, you will find a team of caring, down-to-earth professionals with expertise in investment management, financial planning, and career and life coaching. Our combined intent is to help you turn your hope for a good life into a plan of action with a cohesive, momentum-based strategy, designed to help you maximize your performance now and as you move into the future. The questions most relevant to building positive momentum and avoiding negative momentum in your portfolio, career, and life are these: What's working?, What's not?, and What's next? The answers to these basic questions simplify and inform strategic planning for your money and your life.
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