Matthew M. Bell,  CFP<sup>&reg;</sup> - Financial Advisor

Matthew M. Bell, CFP®

CFA

President

Bell Family Interests LLC

7700 Broadway St, Suite 104 PMB 305
San Antonio, TX 78209
(210) 547-4202

General

Matthew Bell is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Bell Family Interests LLC in San Antonio, TX and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Analyst (CFA)

Insurance Licenses

  • Life insurance

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Investment Management, Estate Planning, Employee Benefits, Insurance, Retirement

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