Dylan Bell

Dylan oversees investment strategy, portfolio management, and comprehensive financial planning for CalBay. He partners with individuals, families, and small businesses to develop tailored strategies that support and align with their financial and long-term goals. His insights have been featured in leading publications including Bloomberg, Reuters, Investor’s Business Daily, and Financial Post. When Dylan is not in the office, he enjoys playing golf, cheering on Bay Area sports teams, and spending time with his wife Alex, their dog Frank, and their cat Lou.

Registrations and Certifications:

• CFP (Certified Financial Planner) – Certified Financial Planner Board of Standards, Inc.
• CFS (Certified Fund Specialist) - The Institute of Business & Finance
• CES (Certified Estate and Trust Specialist) - The Institute of Business & Finance
• Securities Registrations held through LPL Financial: FINRA Series 7 & 66
• Life/Health/Disability Licenses (CA Insurance Lic #0M81060)
• B.S., Business Finance from San Francisco State University