With over two decades 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. In 1996, after 17 years in the business, where I was responsible for finance, personnel, procurement, and production, I joined Smith Barney. There I completed my 7, 63, 24, 65, and 31 licenses. I received my CFP®®designation in 2005. After spending 13 years in the wire-house environment, I decided to go independent as a Registered Investment Adviser, 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. We specilaize in retirement planning, estate planning, risk management, wealth management and developing financial plans. Riverflow Wealth Management is located in Calabasas, CA.
I have spent my time outside the office as Past President and Board Member of the Character and Ethics Project, volunteer for AYSO, I was a Past President and Board Member of the Capistrano Beach Bay District, a soccer referee at the college, high school and club levels, Past Board Member of the Glendale Community College Measure G Committee. Currently I am a Board Member of the Calabasas Chamber of Commerce, and a Board Member of the Las Virgenes Unified School District Measure G Citizen Oversight Committee.
Kirk A. Bell
Riverflow Wealth Management
“Riverflow Wealth Management is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Riverflow Wealth Management and its representatives are properly licensed or exempt from licensure...”
PO Box 8578
Calabasas, CA 91372