Eric Bell is a collaborative advisor with an aim of wealth preservation and income sustainability in a tax-favored manor. As a specialist with expertise in investment management and wealth-building strategies for individuals, businesses, foundations, and endowments, Eric has a proven track record of joining forces with Small - Medium privately held and Family owned businesses and their owners, CEOs, Senior Executive Management and their boards of directors to expand market penetration, increase corporate valuation, and enhance harmonious corporate cultures.A consummate team player, Eric has demonstrated his ability to build wealth by collaborating with Tax Attorneys, Estate Attorneys, Enrolled Agents, Business Attorneys, CPAs as well as other advisors to ensure the most effective outcomes for clients.Eric has extensive understanding of the markets over several decades and has held several leadership roles with State Street Global Advisors, BNY Mellon, BNP Paribas Wealth Management US, and First Republic Wealth Management to name a few.Eric combines his passion in wealth management, tax and risk mitigation with a commitment to giving back to his community. He has served on several boards including the Boys and Girls Club San Juan Capistrano, Habitat for Humanity in Orange County, and the University of California at Irvine's Paul Merage School of Business. He currently in on the Board for Small Business Development Corporation Orange County and Orange County Uplift Foundation (OCUF).He has several industry certifications including Series 65, Series 7, Series 63, Series 24, Series 53. Eric is also licensed Insurance Agent and Real Estate Broker.