AeroLeads people directory · profile
Gene Bell, Ea, Cfp® Email & Phone Number
Director, Tax Smart Initiatives
at
Avantax
3 work emails found
@genebellassociates.com
3 phones found area 360
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 86%
Current company
Role
Director, Tax Smart Initiatives
Location
United States
Company size
Who is Gene Bell, Ea, Cfp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Gene Bell, Ea, Cfp® is listed as Director, Tax Smart Initiatives at Avantax, a with 22 employees, based in United States. AeroLeads shows a work email signal at genebellassociates.com, phone signal with area code 360, and a matched LinkedIn profile for Gene Bell, Ea, Cfp®.
Gene Bell, Ea, Cfp® previously worked as Financial Advisor at Avantax Wealth Management℠ and Partner at Hettick And Bell Enterprise Awareness. Gene Bell, Ea, Cfp® holds Aviation Management from Embry-Riddle Aeronautical University.
Company email context
Email format at Avantax
This section adds company-level context without repeating Gene Bell, Ea, Cfp®'s masked contact details.
*@genebellassociates.com
74% confidence
AeroLeads found 3 current-domain work email signals for Gene Bell, Ea, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Gene Bell, Ea, Cfp®
I believe that trust, understanding and continued conversations are essential in the relationships with my clients and a critical element in enabling me to establish and implement effective customized solutions that address clients’ financial, business and personal objectives. I pursue a disciplined investment approach with a focus on risk management, emphasizing strategic long‐term asset allocations to address your financial needs. I am an Enrolled Agent (EA) with the IRS and a CERTIFIED FINANCIAL PLANNER™ professional (CFP®). I am an Accredited Tax Preparer (ATP), and I’m licensed in the state of WA to provide solutions for life and long-term care insurance.Areas of Specialty: Investment Management, Cash Flow & Debt Management, Family Risk Management, Retirement Planning, Education Planning, Legacy Planning, Business Planning and Special Situations Planning, Small Business Tax & Tax Planning, IRS Representation, Professional Education and Public Speaking.Securities offered through Avantax Investment Services℠, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory Services℠. Insurance services offered through an Avantax affiliated insurance agency.Please visit www.avantaxwealthmanagement.com/social_policy for more information. www.FINRA.org | www.SIPC.org
Current workplace
Gene Bell, Ea, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Avantax
8 roles · 17 years
Gene Bell, Ea, Cfp® work experience
A career timeline built from the work history available for this profile.
Director, Tax Smart Initiatives
CurrentVisionary industry leader and business owner respected for deep tax expertise, unparalleled client consulting and service in tax and wealth management, leveraging innovative solutions and designing emerging technology to meet client and industry imperatives.
Jan 2022 - Present
Financial Advisor
CurrentAs you prepare to enter retirement, you'll need to ask yourself some challenging questions about your retirement plans. Determining what to do with your retirement assets could be one of the most critical decisions you make, I can help.
Jun 2001 - Present
Partner
Current
Hettick And Bell Enterprise Awareness
Hettick and Bell Enterprise Awareness primary activities promotes and inspires the highest ethical conduct in the tax and accounting industry by providing relevant and forward thinking education on not only the matter of tax and accounting but also the successful management of a tax and accounting enterprise.
Nov 2011 - Present
Irs Tax Forum Speaker
Current
National Society Of Accountants
I enjoy delivering entertaining, instructional and informative presentations to several professional organizations at both the State and National level.
Nov 2011 - Present
President
CurrentChief Visionary responsible for the growth and direction of a dynamic team of professionals working with families and businesses interested in a disciplined plan for their futures.
Sep 2000 - Present
Washington Association Of Accountants
Washington State Board Of Accountancy
2010 - 2014
~4 yrs
Sep 1977 - Sep 1987
Team & coworkers
Colleagues at Avantax
Other employees you can reach at avantax.de. View company contacts for 22 employees →
NR
Nona Rosa
Colleague at AvantaxCarrollton, Texas, United States
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TO
Todd Oberle
Colleague at AvantaxDallas-Fort Worth Metroplex, United States
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LH
Levi Haight
Colleague at AvantaxGrand Haven, Michigan, United States
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VV
Vasu Veduruparthi
Colleague at AvantaxFrisco, Texas, United States
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WG
Wairterrica Galmore, Mba
Colleague at AvantaxDallas, Texas, United States
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JG
Josh Gappelberg
Colleague at AvantaxPlano, Texas, United States
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BT
Bryan Torres
Colleague at AvantaxBay Shore, New York, United States
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IL
Ivana Liberatore
Colleague at AvantaxCanonsburg, Pennsylvania, United States
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LG
Lance Grothe, Cpa, Cfp®
Colleague at AvantaxDenver Metropolitan Area, United States
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KW
Kevin Wallace
Colleague at AvantaxGreater Chicago Area, United States
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Nona Rosa
Colleague at AvantaxCarrollton, Texas, United States
View →
TO
Todd Oberle
Colleague at AvantaxDallas-Fort Worth Metroplex, United States
View →
LH
Levi Haight
Colleague at AvantaxGrand Haven, Michigan, United States
View →
VV
Vasu Veduruparthi
Colleague at AvantaxFrisco, Texas, United States
View →
WG
Wairterrica Galmore, Mba
Colleague at AvantaxDallas, Texas, United States
View →
JG
Josh Gappelberg
Colleague at AvantaxPlano, Texas, United States
View →
BT
Bryan Torres
Colleague at AvantaxBay Shore, New York, United States
View →
IL
Ivana Liberatore
Colleague at AvantaxCanonsburg, Pennsylvania, United States
View →
LG
Lance Grothe, Cpa, Cfp®
Colleague at AvantaxDenver Metropolitan Area, United States
View →
KW
Kevin Wallace
Colleague at AvantaxGreater Chicago Area, United States
View →
4 education records
Gene Bell, Ea, Cfp® education
Aviation Management
Embry-Riddle Aeronautical University
Education record
Encinal High School, Alameda, Ca
Education record
Enrolled Agent & Ntpi Fellow
Education record
Enrolled Agent & Ntpi Fellow
FAQ
Frequently asked questions about Gene Bell, Ea, Cfp®
Quick answers generated from the profile data available on this page.
What company does Gene Bell, Ea, Cfp® work for?
Gene Bell, Ea, Cfp® works for Avantax.
What is Gene Bell, Ea, Cfp®'s role at Avantax?
Gene Bell, Ea, Cfp® is listed as Director, Tax Smart Initiatives at Avantax.
What is Gene Bell, Ea, Cfp®'s email address?
AeroLeads has found 3 work email signals at @genebellassociates.com for Gene Bell, Ea, Cfp® at Avantax.
What is Gene Bell, Ea, Cfp®'s phone number?
AeroLeads has found 3 phone signal(s) with area code 360 for Gene Bell, Ea, Cfp® at Avantax.
Where is Gene Bell, Ea, Cfp® based?
Gene Bell, Ea, Cfp® is based in United States while working with Avantax.
What companies has Gene Bell, Ea, Cfp® worked for?
Gene Bell, Ea, Cfp® has worked for Avantax, Avantax Wealth Management℠, Hettick And Bell Enterprise Awareness, National Society Of Accountants, and Gene Bell & Associates.
Who are Gene Bell, Ea, Cfp®'s colleagues at Avantax?
Gene Bell, Ea, Cfp®'s colleagues at Avantax include Nona Rosa, Todd Oberle, Levi Haight, Vasu Veduruparthi, and Wairterrica Galmore, Mba.
How can I contact Gene Bell, Ea, Cfp®?
You can use AeroLeads to view verified contact signals for Gene Bell, Ea, Cfp® at Avantax, including work email, phone, and LinkedIn data when available.
What schools did Gene Bell, Ea, Cfp® attend?
Gene Bell, Ea, Cfp® holds Aviation Management from Embry-Riddle Aeronautical University.
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