Jacqueline A. Bell, CFA, CFP®
Jacqueline Bell is a Director at Dowling & Yahnke, an independent, fee-only registered investment adviser.
Dowling & Yahnke
provides comprehensive portfolio management and retirement planning.
Located in San Diego, California, the Firm currently manages over $2.5 billion for more than 900 clients, primarily individuals, families, endowments and foundations.
Since joining Dowling & Yahnke in 2007, Jacqueline has been managing client portfolios and relationships.
She is a member of the Firm's Investment and Marketing Committees as well as a member of the Management team.
Jacqueline holds the designations Chartered Financial Analyst (CFA) and CERTIFIED FINANCIAL PLANNER™ (CFP®).
She has a Bachelor of Arts degree from Harvard University, where she graduated magna cum laude in History and Science.
has more than twenty years of experience in investment management, including ten years managing a global equity mutual fund for Merrill Lynch Investment Managers (now BlackRock, Inc.).
Born and raised in Jamaica, Jacqueline enjoys living in La Jolla.
Jacqueline A. Bell