About My Practice
The Wealth Conservatory helps people develop and implement comprehensive financial plans designed to protect, preserve and enhance their wealth and the standard of living it supports, thus enabling them to confidently and more effectively move toward their goals.
The Wealth Conservatory uses a multi-advisor team approach to identify a client's best alternatives. We are fee-only, meaning there are no commissions, sales promotions or hidden fees to cloud our advice. Each client has his or her own NAPFA Registered Financial Advisor to identify their goals, address their concerns, explain their alternatives and help them implement their decisions.
We have offices in California, Missouri and New Hampshire. But our advisors can effectively meet with individuals located anywhere the world via the internet or phone.
Visit our website. Then consider giving us a call to schedule your no-cost/no-obligation initial meeting and experience the freedom that a lifetime of prudent financial planning and guidance can provide.
As a senior cost and schedule controls systems analyst at a large aerospace company, Steve Bell learned how to sort through, organize and analyze the volumes of information needed to effectively convey the cost and schedule positions of large space projects to their managers. As a process improvement facilitator at the same company, he learned how to walk key personnel through an efficient approach to reducing the cost, while improving the output, of complex processes.
Today, Steve uses these same organizing, analysis and communication skills, plus his 12 years of financial planning experience, to convert client discussions and information into logical and actionable financial plans.
Education: CFP® Professional Education Program, College for Financial Planning, Denver, Colorado, 1996; Masters in Business Administration, California State University, East Bay 1982
Memberships and Affiliations: Steve is a CERTIFIED FINANCIAL PLANNERTM Certificant, a NAPFA Registered Financial Advisor, and a member of the Garrett Planning Network (GPN), the Financial Planning Association (FPA), and Tri-Valley Estate Planning Council.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - NAPFA Registered Financial Advisor
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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