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Samuel B
CFP®, Series 66
Kailua, HI
BelLoadVisers, LLC
Samuel Bello is a CFP®-certified financial advisor with 19 years of industry experience. He is currently with BelloAdvisers, LLC in Kailua, HI. His prior work includes roles at Andrews Advisory Associates, LLC and FSC Securities Corporation. BelloAdvisers, LLC provides customized financial planning and investment advice to individuals, corporations, trusts, private foundations, non-profits, and qualified retirement plans. The firm operates with a small adviser team and manages approximately $88.55 million for about 155 clients, delivering non-discretionary advice with client-approved recommendations and regular portfolio monitoring.
David B
CFP®, Series 63, Series 65
Kailua, HI
BelLoadVisers, LLC
David Bello is a CFP® professional with 12 years of industry experience. He is affiliated with BelLoadVisers, LLC and has had a long career with Bankers Life Company and Principal Mutual Life Insurance Company since 1979. BelloAdvisers, LLC provides customized financial planning and investment advice to individuals, corporations, trusts, private foundations, non-profits, and qualified retirement plans. The firm operates with a small adviser team, manages approximately $88.55 million for about 155 clients, and primarily uses a non-discretionary model where clients approve all trades.
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