Brian Bell This is Me

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1. 1. www.theheritageinstitute.com

   www.theheritageinstitute.com/w - [Cached]

   Published on: 3/8/2008   Last Visited: 3/8/2008

   Brian Bell Certified Wealth Consultant
   
   The Heritage Institute 7724 SE Aspen Summit Drive Suite 202 Portland,OR 97266
   
   phone 1-877-447-1659
   ...
   Brian Bell has worked with clients and professionals in the areas of risk and financial management for over twenty years, focusing on a fee-only, values-based approach to family legacy planning. When first introduced to The Heritage Process, Brian recognized the opportunity to continue to learn and grow in his ability to help clients pass on their values to future generations.
   
   Brian is a Charter Member of The Heritage Institute, and has earned his Certified Wealth Consultant designation. While going through his own Guided Discovery process, Brian was reminded of all those who had significantly impacted and mentored him throughout his life. Brian believes the process of mentoring others is crucial, as evidenced by his accepting the full time position of mentor chair for The Heritage Institute. As such, Brian coordinates with THI Members and supports them in their transition from Provisional Membership to becoming a Certified Wealth Consultants.
   
   Brian believes that
   ...
   Brian currently serves as a Board Member for Vantech Enterprises NW, a non-profit organization that supports the developmentally disabled community in the Vancouver, Washington area, and on the Endowment Committee for the Boy Scouts of America Cascade Pacific Council. He lives in Vancouver with his lovely wife Jan.

2. 2. Heritage Institute Bulletin Board :

   bb.theheritageinstitute.com/cg - [Cached]

   Published on: 3/25/2008   Last Visited: 3/25/2008

   Email: Brian Bell
   
   Click on this email address: brian@theheritageinstitute.com

3. 3. www.theheritageinstitute.com

   www.theheritageinstitute.com/p - [Cached]

   Published on: 11/18/2003   Last Visited: 2/25/2007

   Brian Bell has worked with clients and professionals in the areas of risk and financial management for over twenty years, focusing on a fee-only, values-based approach to family legacy planning. When first introduced to The Heritage Process, Brian recognized the opportunity to continue to learn and grow in his ability to help clients pass on their values to future generations.
   
   Brian is a Charter Member of The Heritage Institute, and has earned his Certified Wealth Consultant designation. While going through his own Guided Discovery process, Brian was reminded of all those who had significantly impacted and mentored him throughout his life. Brian believes the process of mentoring others is crucial, as evidenced by his accepting the full time position of mentor chair for The Heritage Institute. As such, Brian coordinates with THI Members and supports them in their transition from Provisional Membership to becoming a Certified Wealth Consultants.
   
   Brian believes that
   ...
   Brian currently serves as a Board Member for Vantech Enterprises NW, a non-profit organization that supports the developmentally disabled community in the Vancouver, Washington area, and on the Endowment Committee for the Boy Scouts of America Cascade Pacific Council. He lives in Vancouver with his lovely wife Jan.