Steven Bell (CFP®, MBA)

Steven Bell focuses in the
following client markets or areas of practice:

  • College/Education Planning
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules

Planning Specialties

Are you confident you are saving enough for retirement; or if you are already retired, that your money will sustain the lifestyle you currently enjoy? Do you wonder if there is something more you should do now to protect those you love in the event of your incapacity or death? Are you concerned that your financial advisor may not be putting your best interests ahead of his or hers? Well, you are not alone and we can help.

Steve Bell, CFP®, MBA is one of several Certified Financial Planner professionals at the Wealth Conservatory; an independent financial planning and wealth management advisory, where we work as a team to keep individuals and families on feasible and attractive paths to their goals; to include making sure they do not run out of money before running out of life and that the lifestyles of their loved ones will be protected, even in the event of incapacity or death.

We are Fee-only advisors and proud members of the National Association of Personal Financial Advisors. Visit our website at www.wealthconservatory.com to learn more about why working with Fee-only NAPFA Registered Financial Advisors is so important. Then consider calling us at 1-800-472-1844 to schedule your no-cost, no obligation initial meeting, where we will listen to the reasons you are looking for a financial advisor and tell you how we can help.

 

NAPFA Start Date

June 04, 2002

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This Office

6701 Koll Center Pkwy Ste 250 Pleasanton, CA 94566-8061 Phone: (800) 472-1844

Other Offices

2300 1st St Ste 336K Livermore, CA 94550-3137 Phone: (800) 472-1844
2010 Crow Canyon Pl Ste 100 San Ramon, CA 94583-1344 Phone: (800) 472-1844