Jason Bell - Email & Phone Number

Chief Investment Officer, Managing Director at Capital Planning Advisors

Jason Bell is based out of Roseville, California, United States and works at Capital Planning Advisors as Chief Investment Officer, Managing Director.

Jason Bell's Contact Information

Jason Bell's Work email

j*****@capita***.com

Valid

Latest update

October 30, 2025

Location

Roseville, California, United States

Jason's current employer

Capital Planning Advisors

Description

Website

capitalplanningadvisors.com

HQ Location

Roseville, CA, United States

Number of employees

11-50

Industry

Financial Services

Latest update

April 30, 2024

Read about Capital Planning Advisors

Frequent questions about Jason Bell

What company is Jason Bell working for?

Jason Bell works for Capital Planning Advisors.

What is Jason Bell's function at Capital Planning Advisors?

Jason Bell is Chief Investment Officer, Managing Director at Capital Planning Advisors.

Where is Jason Bell based?

Jason Bell is based out of Roseville, California, United States.

What is Jason Bell's work email address?

Jason Bell's professional email address is j*****@capita***.com

Who are Jason Bell's co-workers?

Jason Bell's colleagues are Jim Wilson, Larry Hansen, George Sutcliffe, Terry Chiu, Karin Le, Michael Sollazzo, Lisa Goudy.

Jason's co-workers

Vice President of Operations

Terry Chiu

Portfolio Manager, Vice President of Investment Research

Karin Le

Senior Wealth Advisor

Michael Sollazzo

Partner & Wealth Management Counsel

Lisa Goudy

Client Operations

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