Steven F. Bell, CFP®, ChFC®

Steven F. Bell, CFP<sup>®</sup>, ChFC<sup>®</sup>
Steven F. Bell, CFP®, ChFC®


I believe that families and businesses have chosen to work with me because of my creativity and my passion for providing valuable service. What this means is that I help clients address their greatest challenges and opportunities by understanding them better. The benefit is that they gain confidence and peace of mind about taking action to improve their lives.

— Steven Bell

Steve helps our clients connect all the pieces of their financial world, such as wills and estate planning, investments, retirement planning, and risk management. Our advice process shows clients how all of these areas are interrelated, helping them to make wise financial decisions that sustain their personal goals and values. Steve also brings particular expertise in insurance plan design and strategies.

With over 20 years’ experience in financial services, Steve spent his first 12 years in banking, where he served as a Director & Vice President of CoreStates/First Union National Bank’s International Corporate Banking group. In 2001, Steve left the corporate financial sector to open his own financial services practice, joining Personal Wealth Advisory, LLC in 2006.

Qualifications

  • B.A. in Economics & Business and German, Lafayette College
  • CERTIFIED FINANCIAL PLANNER™ professional since 2005
  • Chartered Financial Consultant (ChFC®) since 2004
  • FINRA Series 7, 63 and 65 as well as Principal Series 24
  • Financial Planning Association, Central Pennsylvania Chapter
  • Rotary Club of Lancaster Sunrise
  • Ken Crest Centers, Plymouth Meeting, PA, Board Member

Personal

  • Steve and his wife Leigh-Anne have three children – Emma, Abby and Jeremy.
  • Steve and his family moved to Lititz in 2009 after having lived for many years in the Chestnut Hill neighborhood of Philadelphia.

What do you enjoy most about financial planning?

Translating basic math into a real world story and real people’s lives. Helping people discover how to make financial decisions with confidence.

What’s the biggest challenge?

Knowing when enough detail becomes too much.

Which of your life experiences gives you the most insight?

Serving as Vice President of the Lafayette College Investment Club on Black Friday, October 1987. Suffering from fear, doubt, and lack of confidence in the face of short term stock market turbulence.

What do you do for fun?

Swim a mile. Watch a Hobbit movie for the umpteenth time. Enjoy a hoppy IPA on the patio in summer, or a thick porter in front of the fire in winter. Cook something tasty from whatever ingredients are on hand.

What would you be doing if you weren’t at PWA?

Having a successful and much less rewarding career in corporate finance, spending much less time on the important things in life.

The PWA Team