Charles Ostholm, CFP®

As a former corporate manager—and now as a Director with Bull & Bear Capital Advisors—Chuck can relate to business owners and professionals looking to parlay their hard-earned career success into financial success when they retire. Chuck works with clients who are not only driven towards financial success but who also view their personal financial security as a means to an end.

Through in-depth discussions, Chuck helps his clients pinpoint their needs and values and then designs a personal financial plan that aligns their investment portfolio with their personal goals and dreams. He ensures that they stay on track toward their goals by closely monitoring the portfolio management, freeing his clients to focus on those things that are truly important to them, such as family, friends, career or community.

Chuck’s clients primarily include business owners, corporate executives, retirees and professionals nearing retirement. Many of his clients share his passion for traveling, sailing, biking or skiing.

Chuck is a CERTIFIED FINANCIAL PLANNER™ professional and a member of the Financial Planning Association of Jacksonville. His wife, Patricia, is also a CERTIFIED FINANCIAL PLANNER™ professional with Bull & Bear Capital Advisors. Chuck serves on the board of the St. Augustine Yacht Club and is a member of the Florida Yacht Club.