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What I do: I provide comprehensive financial advice and wealth management solutions to people who want to spend less time worrying about funding their lifestyle and more time living it. To be more specific, I help them determine when they can retire, or if already retired, how much they can safely spend without fear of running out of money before running out of life. I am committed to helping them make the best financial decisions possible by first identifying and prioritizing their goals, and then helping them and choose among their most relevant financial alternatives. Who I am:Helping people makes me ... feel ... good! Besides helping people gain control of their finances, I also help students fund their higher education aspirations by serving on the board of directors for the Pedrozzi Scholarship Foundation. And through a ministry at my church, I am able visit with long-time patients at our local hospital to bring a little more joy and hope where there may have been very little before. I enjoy the excitement and challenges of building a financial planning and wealth management business. I enjoy long and vigorous hikes along the beautiful California coast and among its rolling hills with my wife of 25 years. And I enjoy simply hanging out with my friends, my children and grandchildren.How to get in touch with me: * www.wealthconservatory.com * steve@wealthconservatory.com * 800-472-1844Specialties: All aspects of financial planning to include retirement, investments, tax, insurance, employee benefits and more.
The Wealth Conservatory
View- Website:
- wealthconservatory.com
- Employees:
- 4
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Wealth CounselorThe Wealth ConservatoryLivermore, Ca, Us
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Personal Financial Advisor & Wealth ManagerThe Wealth Conservatory Jun 2009 - Present18097 Harvest Ct, Plymouth, Ca 95669Who 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
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Wealth CounselorThe Wealth Conservatory Apr 2009 - Present
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Financial AdvisorSteve Bell Financial Planning Apr 2001 - Mar 2009As 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.
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Process Improvement FacilitatorLockheed Martin Space Systems Company Jan 1981 - Dec 2000Sunnyvale, CaAs 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. -
A Quick Word About Your Endorsements Of MeA Quick Word About Endorcements ... Jan 1980 - Dec 1981I 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.
Steve Bell Skills
Steve Bell Education Details
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College For Financial PlanningCfp® Professional Education Program -
California State University, East BayFinance, General
Frequently Asked Questions about Steve Bell
What company does Steve Bell work for?
Steve Bell works for The Wealth Conservatory
What is Steve Bell's role at the current company?
Steve Bell's current role is Wealth Counselor.
What is Steve Bell's email address?
Steve Bell's email address is st****@****web.com
What is Steve Bell's direct phone number?
Steve Bell's direct phone number is (800) 472*****
What schools did Steve Bell attend?
Steve Bell attended College For Financial Planning, California State University, East Bay.
What are some of Steve Bell's interests?
Steve Bell has interest in Children, Politics, Education, Jean, Animal Welfare.
What skills is Steve Bell known for?
Steve Bell has skills like Wealth Management, Retirement Planning, Investment Strategies, Personal Financial Planning, Holistic Financial Planning, Financial Goals, 401k Benefit Plan Consulting.
Who are Steve Bell's colleagues?
Steve Bell's colleagues are Jay Hutchins.
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Steve Bell
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Steve Bell
Rochester, New York Metropolitan Area
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