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Robert B
Series 66
Fresno, CA
Artizan Wealth
Robert Bell is a financial advisor at Artizan Wealth with a Series 66 designation and two years of industry experience. Prior to joining Artizan Wealth, he worked at Thrivent Financial and Thrivent Investment Management, and he also serves as a principal consultant for Copper & Friant, LLC, providing interim restructuring services for accounting and finance departments. Bell is an adjunct professor at Fresno Pacific University, where he teaches corporate finance, and he serves as the public member on the finance committee of the Fresno Chaffee Zoo. Artizan Wealth offers discretionary investment management and comprehensive financial planning to private clients and institutions, including business owners, high-net-worth individuals, and nonprofit organizations. The firm employs in-house portfolio models combining Modern Portfolio Theory and fundamental analysis, focusing primarily on low-cost passive funds while selectively using active managers, and integrates business services like valuation and exit planning alongside investment management.
Michael V
CFA®, Series 66
Fresno, CA
Artizan Wealth
Michael Van Putten is a CFA® charterholder affiliated with Artizan Wealth in Fresno, CA, with five years of industry experience. His work history includes roles at Artizan Wealth Management LLC, Eden Group Capital Management LLC, and D.A. Davidson & Co. He has also been involved with companies in the agriculture sector such as Fractal Agriculture Inc. and FarmTogether Inc. Artizan Wealth provides discretionary investment management and comprehensive financial and business planning services to a diverse client base including business owners, high-net-worth individuals, corporate executives, and institutions. The firm integrates Modern Portfolio Theory with fundamental analysis and offers a range of investment instruments while providing additional business-related services such as valuation and exit planning.
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