Kirk A. Bell
My blogs
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| Location | Calabasas, California, United States |
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| Introduction | With over a decade in the industry, and over three decades in the business of finance, I offer to you the experience necessary to accomplish your goals. After graduating from the University of California, Santa Barbara with a Bachelors of Science Degree, I chose to become a partner in a manufacturing business with my family, where I was responsible for finances, personnel, procurement, and production . I joined Smith Barney in 1996, after 17 years in the family business, where I obtained my Series 7, 63, 65, and 31 licenses. I received my CFPR designation in 1995. After spending 13 years in the wire-house environment, I decided to go independent as a Registered Investment Advisor, where I could service my clients better. The desire to help individuals and my love for estate planning allowed me to find the most rewarding profession I could imagine. |