Ron Bell works with individuals, families and business owners who want to create strategies that will provide them with peace of mind and financial security. He starts the process by talking about their concerns and identifying financial problems. He educates his clients on options they have available to help them make informed decisions. He develops both pre and post retirement strategies to reach the financial goals they have set for themselves.
These strategies focus on financial security, tax planning and retirement planning. This includes reducing risk, developing guaranteed lifetime income streams and minimizing the effects of taxes.
As the Principal of RB Financial Solutions, he has been in the financial services industry for 30 years. He is a licensed insurance agent and California tax preparer. During his career he has trained 100’s of agents on strategies using investment and insurance products to design plans to help their clients reach their goals. He has worked with businesses, both for profit and nonprofit, designing and establishing retirement plans for their employees.
He began his career as an accountant after graduating California State University, Fullerton with a degree in Business Administration, Concentration Accounting. He performed financial and operational audits, prepared financial statements and prepared individual and business tax returns. He transitioned to financial planning to be able to educate his clients and help them plan for their future and reach their goals.
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