Blue Bear Financial, LLC

Robert Kubiszyn is a financial advisor at Blue Bear Financial, LLC in Mt. Pleasant, SC, holding a Series 65 designation with over one year of experience at the firm and prior experience at Emerson from 2015 to 2023. Blue Bear Financial provides investment advisory, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, family offices, and institutional clients. The firm builds customized, primarily long-term portfolios using low-cost mutual funds and ETFs, as well as individual stocks, bonds, and options, with an emphasis on options and derivative strategies for hedging or tactical purposes.

Priscilla Gilbert is a CFP® professional with 15 years of industry experience. She is the sole advisor at Blue Bear Financial, LLC, and previously worked at CenterPoint Financial, Inc. for 11 years. Blue Bear Financial is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, family offices, businesses, and retirement plans with discretionary investment management and financial planning services. The firm employs long-term, diversified portfolios using low-cost mutual funds and ETFs, incorporates both fundamental and technical analysis, and offers specialized services such as options strategies and retirement-plan advisory support.

Anthony Kinzie is a CFP® professional with nine years of industry experience, currently serving as the sole advisor at Blue Bear Financial, LLC. His career includes roles at Cetera Advisors LLC, Principal Securities, and Nucor Steel Berkeley. Outside of advisory services, he is co-owner and president of ICAP, LLC, a property and casualty business. Blue Bear Financial is an SEC-registered investment adviser providing discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, family offices, businesses, and retirement plans. The firm emphasizes long-term, diversified portfolios using low-cost mutual funds and ETFs, with the ability to incorporate individual securities and options to meet client objectives.

Matthew Multer is a financial advisor at Blue Bear Financial, LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience at Koniag Government Services, NexGen Data Systems, KPMG LLP, and the United States Coast Guard. Blue Bear Financial is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, family offices, businesses, and retirement plans. The firm provides discretionary investment management, financial planning, and retirement-plan advisory services, employing a long-term, diversified portfolio approach that includes the use of low-cost mutual funds, ETFs, and occasionally derivatives such as options contracts.