Matthew
Bishop
Janelle
Clark-Bishop
Jon Hunt
Charles
Ostholm
Patricia
Ostholm
Gregory
Pritchard
Michael
Wallace
Our People
The path to becoming an Advisor on the Bull & Bear Capital Advisors team is not easy. We are the only firm in Jacksonville that requires all of our advisors to either have completed or be actively engaged in the process of completing the CERTIFIED FINANCIAL PLANNER™ education program. This is an intensive six class program including education in financial planning, risk management, investment planning, income tax planning, retirement planning, and estate planning.Our CFP® licensees have passed a comprehensive two day CFP Certification Examination. This assures you, our valued client, that your advisor is well educated and knowledgeable in all areas of financial planning.
All of our advisors have pledged to adhere to the CFP Board of Standards Code of Ethics and Professional Responsibility which includes putting the client’s interests in front of their own.
We have a diverse group of advisors, each with their own unique background and talents. Please review the experience and qualifications of our advisors. Then take the next step by contacting one of our advisors for an initial consultation regarding your specific situation. You’ll be glad that you did.
BULL & BEAR CAPITAL ADVISORS
6817 Southpoint Parkway, Suite 1003 · Jacksonville, Florida 32216
phone: 904.363.3600
CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP
(with flame logo) ®, are certification marks owned by the Certified
Financial Planner Board of Stanards Inc. These marks are awarded to to
individuals who successfully complete the CFP Board's initial and ongoing
certification requirements.