Today we’d like to introduce you to Daniel Bell.
Alright, so thank you so much for sharing your story and insight with our readers. To kick things off, can you tell us a bit about how you got started?
So it all started actually in a completely different field than finance. I always wanted to be a marine biologist, was and still am a big outdoors person, and love fishing, diving, boating, and everything else that has to do with the water or the outdoors. However, marine biology as I came to find out, wasn’t exactly everything I imagined it would be, not enough fieldwork and adventure for my taste unfortunately, and also not enough to provide for a family in the future.
Around that time, I stumbled really into the financial space thanks to a friend which led to my driving mission. All the dreams that people dreamt of as kids, the lifestyles and goals that they imagined are possible if they learn how money works and how to leverage it correctly. This is where I found a huge need for education!
There are no classes in school, college, or work for your personal finances to the extent of helping you accomplish all your goals. So out of that need came an idea, to educate people on finance AND motivate them towards improvement. A lot of people simply need the education and then they’re ready to make a change. Some need some education and some motivation to start making moves. Others want to simply grow their financial knowledge and become more proficient.
So the question was, how can I help all of these people all across the US who now more than ever need the help? And that’s how The Witty Wealth Workshop came into creation. The workshop was designed to not only share with people the basics of what I do with financial planning but also to highlight all the other financial veins such as estate planning, real estate, mortgages, taxes, health insurance, credit repair, and many many more!
The Witty Wealth Workshop, or The WWW for short, was officially announced in December 2023, first hosted in January 2024, and since then I’ve had one every month with guest speakers from real estate, mortgages, taxes, partners of mine in the financial planning space, and coming up soon, an estate planner as well. I’ve also been invited to do personalized Witty Wealth Workshops for groups, organizations, companies, communities, etc with the first in-person personalized Witty Wealth Workshop being in April 2024 for a local community!
Would you say it’s been a smooth road, and if not what are some of the biggest challenges you’ve faced along the way?
It’s been fairly smooth thankfully! Though not perfect, been in the financial planning world for 4 years in July and have been thinking about creating some kind of workshop for a year or two now so it took time to come up with the idea. I’ve been blessed with tons of support from friends, family, and my network as a whole which has allowed the workshop to grow and mature way faster than anticipated.
The first workshop had its hiccups with tech issues and timing, but since then it’s become more and more refined to really demonstrate the level of professionalism that The Witty Wealth Workshop truly exhibits in its speakers and information being shared.
Appreciate you sharing that. What should we know about The Witty Wealth Workshop?
First and foremost you should know that The Witty Wealth Workshop is an educational event! Not a sales pitch. I believe that if value is added, people are educated, and attendees are motivated towards making improvements the profit will figure itself out.
At The Witty Wealth Workshop, and the guest speakers that I feature educate people on all the different financial aspects in the personal finance realm that there is to talk about, from budgeting to taxes, debt to investing, credit to real estate, so on and so forth.
We also do personalized Witty Wealth Workshops for groups, organizations, companies, communities, etc. We specialize in getting the best info, from top professionals, and to people all over the US so that they can be genuinely taken care of and informed about finances and have a safe space to ask questions to industry professionals. Simply put, we’re known for our education!
Compared to other financial workshops or organizations out there, background wise I work with most of the major firms out there (Goldman Sachs, Transamerica, Nationwide, Fidelity, and about 80 others), we have guest speakers from all the different fields of finance, we have an opportunity for people to freely ask questions, and we’re not here to play salespeople, we’re here to make a difference!
That’s exactly what I’m most proud of too, people feel like they can make The Witty Wealth Workshop a routine, if they were constantly getting pitched financial services, they wouldn’t say that. So if you’re reading this today I would say, know that The Witty Wealth Workshop is a resource that you can use to educate yourself, your family, your company, your friends, your organization, your clients, and anybody you care about on the all the critical topics of finance that we must all inevitably face!
If we knew you growing up, how would we have described you?
Growing up I was definitely a quiet one, which is ironic since my whole career now is centered around people. Wasn’t super great at connecting with people and tended to be a tad awkward, but I was always decently smart, loved the outdoors, and was pretty good with my hands and being coordinated.
Played soccer for years growing up, a bit of ping-pong which led to my current addiction to pickleball, shoutout to the paddle company I’m affiliated with Helios! Always was curious and adventurous as a kid, wanted to be a marine biologist after all so loved camping and fishing.
In fact, I’ve done most outdoor activities people can think of from caving to whitewater rafting, natural rock climbing to hiking, horseback riding to canoeing, etc. Also, fun fact, was obsessed with sharks as a kid, lucky enough now to say that I see them all the time while snorkeling!
Contact Info:
- Website: https://linktr.ee/danielwbell
- Instagram: https://www.instagram.com/the_wwworkshop/
- Facebook: https://www.facebook.com/profile.php?id=61555314722956
- Linkedin: https://www.linkedin.com/company/the-witty-wealth-workshop/?viewAsMember=true
- TikTok: https://www.tiktok.com/@the_wwworkshop
Image Credits
George Lenta, Mindy Munoz, Nick Donner, and Panthera Media
