Full Name
Katrina Bell
Job Title
Principal, Advisor
Firm Name
ZUNA & WELLretire
Speaker Bio
------------------------
My work passion is using retirement plan design and financial planning to create impactful outcomes for businesses and their employees. I believe that most business owners and leaders care deeply about their employees and want to provide them a benefit that helps relieve financial stress and sets them on a path to financial stability and freedom.
My approach to work brings endless curiosity for problem solving, a creative nature that does not like to take no for an answer, and a strong focus on partnership and connection. I’m 100% committed to helping small companies create retirement strategies aligned with the values they lead and live with, with my own work guided and informed by my own.
My why includes my two social-justice minded young adult daughters, the village that helped me raise them, and the desire to live out my own life as part of a solution, having enough to be able to share with those in need.
I bring over 20 years of experience in working with retirement plans and helping people plan for retirement. I hold a B.S. in Business Management and a Certified Plan Fiduciary Advisor designation earned through the National Association of Plan Advisers where I have served on the Leadership Council and other American Retirement Association committees.
My work passion is using retirement plan design and financial planning to create impactful outcomes for businesses and their employees. I believe that most business owners and leaders care deeply about their employees and want to provide them a benefit that helps relieve financial stress and sets them on a path to financial stability and freedom.
My approach to work brings endless curiosity for problem solving, a creative nature that does not like to take no for an answer, and a strong focus on partnership and connection. I’m 100% committed to helping small companies create retirement strategies aligned with the values they lead and live with, with my own work guided and informed by my own.
My why includes my two social-justice minded young adult daughters, the village that helped me raise them, and the desire to live out my own life as part of a solution, having enough to be able to share with those in need.
I bring over 20 years of experience in working with retirement plans and helping people plan for retirement. I hold a B.S. in Business Management and a Certified Plan Fiduciary Advisor designation earned through the National Association of Plan Advisers where I have served on the Leadership Council and other American Retirement Association committees.
Speaking At
