The Team

Bell & Associates
Using our exclusive Confident Retirement® approach and our experience providing ongoing financial advice, we help clients find opportunities that may help reduce taxes over their lifetime and beyond. We consider options like Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, and tax diversification and tax-efficient withdrawals from retirement accounts. We want our clients to understand all their options to help them be free to live life brilliantly — today and in the future.

Our Advisors

Timothy Bell

Timothy Bell

Private Wealth Advisor

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Top Areas of Focus

  • Family Finances
  • Retirement Planning Strategies
  • Saving for Education

Education

Political Science degree from the University of Michigan - Ann Arbor 1991

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Aaron Irving

Aaron Irving

Financial Advisor

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Designations

CRPC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Christian Financial Strategies
  • Family Finances
CA Insurance #0F88399

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Vito Guarano

Vito Guarano

Associate Financial Advisor

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Top Areas of Focus

  • Family Finances
  • Saving for Education
  • Retirement Planning Strategies

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