Client Advisory


Bella is an Associate in the Los Angeles office. She provides internal support, research and client coordination for the Retirement Plan Advisory team that oversees fiduciary obligations and financial wellness to clients.
Bella has fourteen years of logistics and project management experience working with major global brands and governments in campaign strategy, implementation, management, client services and support. As well, Bella has over twenty years of client service and sales experience. She is dedicated to the success of her clients.
Bella Balta is a graduate of NYU’s Tisch Program.


  • B.A. in Theatre Arts from NYU Tisch

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