Michael A. Bell, CFP®

1331 East Lafayette Street, Suite B
Tallahassee, FL 32301
(850) 562-7526; fax: (850) 681-3299
Email: [email protected]

Securities offered through LPL Financial, Member SIPC / FINRA

Professional Experience:

2003-2020: Florida State University.  Adjunct professor.  Instructor for “Retirement Planning and Employee Benefits”.

1994 to present:    Michael A. Bell, CFP®:  Personal financial planning services provided to individuals, businesses, and school boards.  Certified Financial Planner (CFP®) designation awarded in 1998 by the Board of Certified Financial Planners upon successful completion of required course study via The College for Financial Planning in Denver, and successful completion of certification examination.

1987 to 1994:  IBM Corporation, Tallahassee:  Served in Finance Department as Contracts liaison between IBM and customers.  Duties involved arranging successful and agreeable service contract arrangements between IBM and customers.

1982 to 1987:  IBM Corporation, Boca Raton:  Administrator of IBM Retirement Program.  Responsible for education and administration related to IBM employee benefits, especially Retirement, for 10,000 employees.

Education:

1998 –  College for Financial Planning, Denver, CO.  CFP® in Financial Planning.

1978 –  Florida Atlantic University, Boca Raton, FL.  BA, Criminal Justice.

Licenses and Professional Designations:

Certified Financial Planner (CFP®), 9/98

Investment Advisor Representative, 1997

General Securities – Registered Representative (Series 7), 11/93

Uniform Securities Agent (Series 63), 9/94

Uniform Combined State Law Exam (Series 66), 2003

Health, Life, and Variable Annuity – Florida ,  11/93

Associations: 

The Financial Planning Association (FPA), member