Steven R. Bell

Steven R. Bell

| CFP®, MBA

The Wealth Conservatory

800-472-1844

Contact Me

Fee-Only Planner with offices in New Hampshire, Missouri, and California

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Middle Income Client Needs
  • High Net-Worth Clients

Website

Our Other NAPFA Members

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400 East Walnut Street
Suite 128
Springfield, MO 65806

264 South River Road
Bedford, NH 03110

29 School Street
Lebanon, NH 03766

2300 First Street
#336K
Livermore, CA 94550

6701 Koll Center Parkway
Suite 250
Pleasanton, CA 94566

Fee-Only & Fiduciary


The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.

Steven Bell is a Livermore, CA Fee-Only Financial Planner serving Livermore and all surrounding areas. The Wealth Conservatory specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Steven Bell is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.

Are you confident you are saving enough for retirement; or if you are already retired, that your money will sustain the lifestyle you currently enjoy? Do you wonder if there is something more you should do now to protect those you love in the event of your incapacity or death? Are you concerned that your financial advisor may not be putting your best interests ahead of his or hers? Well, you are not alone and we can help.

Steve Bell, CFP®, MBA is one of several Certified Financial Planner professionals at the Wealth Conservatory; an independent financial planning and wealth management advisory, where we work as a team to keep individuals and families on feasible and attractive paths to their goals; to include making sure they do not run out of money before running out of life and that the lifestyles of their loved ones will be protected, even in the event of incapacity or death.

We are Fee-only advisors and proud members of the National Association of Personal Financial Advisors. Visit our website at www.wealthconservatory.com to learn more about why working with Fee-only NAPFA Registered Financial Advisors, like Steve Bell, is so important. Then consider calling us at 1-800-472-1844 to schedule your no-cost, no obligation initial meeting, where we will listen to the reasons you are looking for a financial advisor and tell you how we can help.

 

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The Art and Science of Finance   

Whether one is managing finances (including but not limited to investments) at home or for an entity, there is a reasonable expectation that applicable principles and methodologies will be followed. These include acting within the law and adhering to regulations; controlling risks and expenses; performing due diligence over the purchase of financial and insurance products; avoiding conflicts of interest; monitoring progress and performance; and reporting to others. How many of us have the knowledge, skills, resources, and experience to meet this expectation? 

The Wealth Conservatory educates and consults individuals and entities on excellence in stewarding finances for themselves, their families, trusts, foundations and charitable organizations.  It is a weighty responsibility to be taken seriously, ethically, and competently.  We are here to help.

 

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