Jeffrey Bell, Financial Advisor located in Bakersfield, CA

Financial Advisor
Jeffrey Bell

CFP®, CPWA®, AAMS®
5201 California Ave Ste 340, Bakersfield, CA 93309opens in a new window
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Focus Areas

  • Entrepreneurs & Business Owners
  • Wealth Strategies
  • Retirement Income Strategies
  • College Savings
  • Charitable Giving
  • Estate & Legacy Strategies

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • CPWA®

    Certified Private Wealth Advisor®

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Spending Time with Family
  • Gardening
  • Reading
  • Traveling
  • Volunteering

Team Members

  • Nellie Mesa
    Sr. Branch Office Administrator
  • Jacquline McClure
    Branch Office Administrator

Send Me a Message

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Office Information

Phone

(661) 322-2033

Fax

(888) 451-2507

Office Address

5201 California Ave Ste 340
Bakersfield, CA 93309opens in a new window

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