Catalyst Financial Planning & Investment Management

Bell Investment Advisors is a reputable financial firm based in Oakland, CA, offering a range of services including investment management and financial planning. With a dedicated team and a commitment to social impact investing, they provide personalized solutions to help clients achieve their financial goals. Known for their values and community involvement, Bell Investment Advisors is a trusted partner for individuals seeking expert guidance in managing their investments. Their comprehensive approach and focus on client satisfaction make them a top choice in the industry.Generated from the website

StackedLife Financial Strategies, based in Oakland, CA, specializes in guiding clients through the Infinite Banking Concept (IBC), empowering them to take control of their financial futures by utilizing whole life insurance as a strategic tool for wealth accumulation. The firm offers personalized financial assessments and ongoing support to help clients implement effective wealth-building strategies without relying on traditional financial institutions. With a focus on enhancing liquidity and redirecting capital back into clients' financial systems, StackedLife provides tailored solutions for business owners, investors, and high-net-worth individuals. Their commitment to education and client empowerment is evident through resources such as podcasts, newsletters, and a free mini-course designed to help individuals navigate the complexities of financial planning. Generated from the website

Welcome to Merrill Lynch in OAKLAND, CA. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment banking services. Contact our office today to help address your financial and investment needs. Working with our clients, we help create and execute solutions, which address our clients' most pressing strategic, financial and investment needs.