Investment Expertise
Sheldon M. Bell founded Bell Financial Management Corporation in 1994, and remains both the company's president and its primary motivating force. Mr. Bell offers more than 25 years of experience providing wealth preservation services to his clients. Since 1984, he has founded and been president of two stock brokerage firms (broker dealers certified by the Financial Industry Regulatory Authority, FINRA).
Sheldon M. Bell has proven his expertise through successful management of client�s accounts for over 28 years. He holds six FINRA licenses, including stock broker, options, and municipal principal, and is also a licensed life and health insurance agent in the states of Oregon and California.
Author
Mr. Bell frequently writes articles and newsletters about the economy, provides money management tips for retirees, and other helpful financial advice. While living in California, he wrote for The Desert Sun in Palm Springs. He currently publishes a free quarterly newsletter entitled "Sheldon's Corner."
He has also co-authored a book "Money Management for Seniors" and is currently working on a new book, "Beating Wall Street."
Sheldon M. Bell currently resides in Irvine, California with his wife and two children.
Our offices are located :
In California
4000 Barranca Parkway
Suite 250
Irvine, CA 92604
In Oregon
P.O. Box 1747
Oregon City, OR 97045