![Forrest R. Bell](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Profile
Mr. Bell spent seven years of his professional life as a teacher at the elementary and middle school level in diverse southern California areas.
He was a finalist for the 2001 Rotary Teacher of the Year award in the Pasadena Unified School District.
Forrest completed a two-year business professionals course in 2005 which piqued his interest in financial services.
Mr. Bell graduated from Claremont McKenna College in 1997 with a major in literature.
He received a Master’s Degree in Education in 1999 from Claremont Graduate University where he was honored with the Peter Lincoln Spencer Fellowship, a prize awarded to the most promising and innovative teacher of that year’s graduating class.
Forrest also holds a Series 65 securities license.
He is currently doing coursework in pursuit of the Certified Financial Planner designation.
Mr. Bell lives in Berkeley with his wife and young daughter.
He enjoys taking walks with his family around Berkeley, listening to NPR, reading Sports Illustrated and The New Yorker, and hosting friends and family in their Berkeley home.
Former positions of Forrest R. Bell
Companies | Position | End |
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Bell Investment Advisors, Inc.
![]() Bell Investment Advisors, Inc. Investment ManagersFinance Bell Investment Advisors, Inc. (BIA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Oakland, California. The firm was founded in 1991 by Jim Bell. BIA provides investment management, financial planning and financial consultation services to individuals and their trusts and estates, pension and profit-sharing plans, mutual funds, business entities and charitable foundations. | Portfolio Manager-Equities | - |
Training of Forrest R. Bell
Claremont McKenna College | Undergraduate Degree |
Claremont Graduate University | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
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Female
Members of the board
Executives
Linked companies
Private companies | 1 |
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Bell Investment Advisors, Inc.
![]() Bell Investment Advisors, Inc. Investment ManagersFinance Bell Investment Advisors, Inc. (BIA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Oakland, California. The firm was founded in 1991 by Jim Bell. BIA provides investment management, financial planning and financial consultation services to individuals and their trusts and estates, pension and profit-sharing plans, mutual funds, business entities and charitable foundations. | Finance |
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