Tiffany Blaho has been an investment adviser representative at Bell Investment Advisors since July 2019, and is not listed among the firm’s executive officers or direct owners. Tiffany Blaho holds a B.A. in History and Classical Civilizations from the University of California, Berkeley.
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.
Tiffany Blaho is Financial Advisor and Portfolio Manager of Bell Investment Advisors and a member of its Investment Committee. Before joining Bell she worked at a wealth management firm in the North Bay, where her responsibilities included trading and advising individual clients and company retirement plans.
Tiffany Blaho’s longest registration was 7 years at Burleson & Company, LLC (2016–2023). Before joining Bell Investment Advisors in 2019, Tiffany Blaho was registered through Burleson & Company, LLC.
- Bell Investment Advisors IncCurrent– present · 7 yearsOrinda, CA · Adviser representative · Firm CRD 108383
- Burleson & Company, LLC– · 7 yearsPetaluma, CA · Adviser representative · Firm CRD 131803
Professional designations
Listed by Bell Investment Advisors
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Tiffany Blaho is registered as an investment adviser representative in California, since July 2019.
- CaliforniaSince 29 July 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 31 December 2015 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Tiffany Shantel Blaho
- CRD
- 6573816
- Firm
- Bell Investment Advisors · CRD 108383
- Office
- 2 THEATRE SQUARE, SUITE 315, Orinda, CA 94563
- Registration
- Investment adviser registration
- In the industry since
- December 2015
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- bellinvest.com
Where does Tiffany Blaho work?
Tiffany Blaho is an investment adviser representative registered through Bell Investment Advisors Inc since July 2019, and is not listed among the firm’s executive officers or direct owners.
Is Tiffany Blaho a financial advisor?
Yes. Tiffany Blaho has a current investment-adviser registration in California, through Bell Investment Advisors since July 2019.
How many years of experience does Tiffany Blaho have?
Tiffany Blaho has 10 years in the financial industry, since December 2015, across 2 adviser firms.
What exams has Tiffany Blaho passed?
Tiffany Blaho passed the Series 65 in December 2015.
Where is Tiffany Blaho based?
Tiffany Blaho’s registered office is in Orinda, CA.
Is Tiffany Blaho registered with FINRA?
No. Tiffany Blaho has no current broker registration.
Is Tiffany Blaho a CFP?
Bell Investment Advisors lists Tiffany Blaho with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Tiffany Blaho’s record?
Search CRD 6573816 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Tiffany Blaho’s full registration record.
