Adeline Bellot started her career as an LPL Financial Advisor in 2015 and joined Stanford Federal Investment Services in 2018. Her areas of expertise include goal-based asset management, tax minimization strategies, as well as retirement and legacy planning. As part of the SFIS team, she is passionate about helping members work to improve their financial lives and secure their assets, especially during times of uncertainty and market volatility. She knows the importance of setting clear expectations and having consistent communication, to support members in developing a financial strategy that works for them. She is located at Stanford FCU’s University Avenue Branch, but is available by appointment in all other locations.
FINRA/Securities and Registrations (held through LPL Financial)
Series 7 — General Securities Representative
Series 66 — Uniform Combined State Law
CA Insurance License # 0M80453