Steve Bell Email & Phone Number

Livermore, Ca, Us

18097 Harvest Ct, Plymouth, Ca 95669

Who I am helping todayI largely provide comprehensive financial planning advice and wealth management on a retainer basis to people of more substantial means in a sustained effort to make sure they are always on a feasible and efficient path to funding the lifestyles they currently enjoy. I am able to serve people from all walks of life, however, through our Custom Financial Planning program where we only address those issues of greatest concern to our clients, while still making the expertise of our entire team of advisors available to those who are just starting to build their financials futures or who are simply not yet ready to experience the freedom that a lifetime of prudent financial planning on an ongoing basis can provide. We also help people who are interested in learning more about a range of financial topics through the ever-growing number of articles and videos on our website

As a NAPFA Registered Financial Advisor and CERTIFIED FINANCIAL PLANNER TM professional in my own business for eight years, I was able to apply and enhance my financial planning skills to dozens of people from all walks of life by offering unbiased fee-only financial planning and investment advice on an hourly and as needed basis. I am still able to serve these people today through the Custom Financial Planning program at the Wealth Conservatory.

Sunnyvale, Ca

As a senior cost and schedule controls systems analyst at a large aerospace company, I learned how to organize and analyze the volumes of information needed to efficiently convey the current cost and schedule positions of large space projects to their respective program managers. As a process improvement facilitator at the same company, I leaned how to walk key process participants through an efficient approach to reducing their costs while improving their quality and productivity.Today, I use these organization, analysis and communication skills, and over eleven years of financial planning experience, to convert client conversations, situations and goals into logical and actionable financial plans.

I would like to display your endorsements, but as a registered investment advisor, I am prohibited by law from doing so. This does not, however, prohibit you from personally recommending me to those you feel would benefit from my services, and I thank you in advance for those recommendations.

Cfp® Professional Education Program

Master Of Business Administration (Mba), Finance, General