Forrest Bell has been Owner, President, Financial Advisor, and Financial Planner of Bell Investment Advisors since January 2019, is a control person of the firm and directly owns between 50% and 75% of it. Forrest Bell holds a Master's degree in education from Claremont Graduate University. Forrest Bell studied at Claremont McKenna College.
Bell Investment Advisors Inc is an Orinda, CA firm with $788M under management, 443 clients and 6 advisers in one office, as of its June 2026 filing.
Forrest Bell is President and Financial Advisor of Bell Investment Advisors, based in Orinda, California. He heads the firm's Financial Planning team and serves on its Investment Committee. He helps clients plan for education and retirement and establish sustainable investment strategies and adequate insurance. He spent seven years as a teacher before moving into financial services.
- Bell Investment Advisors IncCurrent– present · 20 yearsOrinda, CA · Adviser representative · Firm CRD 108383
Professional designations
Listed by Bell Investment Advisors
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Forrest Bell is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from February 2006; the most recent is Texas, in January 2016.
- CaliforniaSince 15 February 2006
- TexasResidentSince 27 January 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 30 January 2006 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Forrest Ryan Bell
- CRD
- 5096390
- Firm
- Bell Investment Advisors · CRD 108383
- Role
- Owner, President, Financial Advisor, and Financial Planner
- Office
- 2 THEATRE SQUARE, SUITE 315, Orinda, CA 94563
- Registration
- Investment adviser registration
- In the industry since
- February 2006
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- bellinvest.com
Where does Forrest Bell work?
Forrest Bell has been Owner, President, Financial Advisor, and Financial Planner of Bell Investment Advisors Inc since January 2019, and is a control person of the firm.
Is Forrest Bell a financial advisor?
Yes. Forrest Bell has a current investment-adviser registration in California and Texas, through Bell Investment Advisors since February 2006.
How many years of experience does Forrest Bell have?
Forrest Bell has 20 years in the financial industry, since February 2006, across 1 adviser firm.
What exams has Forrest Bell passed?
Forrest Bell passed the Series 65 in January 2006.
Where is Forrest Bell based?
Forrest Bell’s registered office is in Orinda, CA.
Is Forrest Bell registered with FINRA?
No. Forrest Bell has no current broker registration.
Is Forrest Bell a CFP?
Bell Investment Advisors lists Forrest Bell with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Forrest Bell’s record?
Search CRD 5096390 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Forrest Bell’s full registration record.