Patricia Ostholm, CWA, CFP®

Patricia’s favorite element of financial planning is helping her clients develop financial and investment strategies aimed at attaining their unique life goals. Her devotion to her work and clients is clearly evident in her personalized approach and focused attention to detail.

In working with clients nearing retirement, Patricia has found that many people today envision an active retirement, which may include working part-time in a job they enjoy or getting involved in other endeavors for which they have a passion. Patricia’s goal is to help her clients organize their financial life so that they can achieve their desired retirement lifestyle with confidence and security.

Patricia is a CERTIFIED FINANCIAL PLANNER™ professional and a member of the Jacksonville Chapter of the Financial Planning Association. In her personal life, she enjoys traveling and sailing with her husband, Charles, who is also a CFP® professional with Bull & Bear Capital Advisors.