Carmine LaCognata

Carmine has been a financial professional since 1989 and has helped hundreds of individuals with their retirement funding and estate preservation planning. He is particularly knowledgeable at helping individuals protect their assets while providing tax efficient investment strategies.

Vision

Our goal is to guide individuals, business owners, and professionals financial journeys with comprehensive insurance,

investment and asset preservation services that assures our clients that their financial future will be navigated for generations

by a qualified, caring team. That team, Bull & Bear Wealth Management Partners, will help manage and advise a clear path for

each clients current and future wealth management needs.

Our program of integrated planning helps offer balanced, flexible strategies designed for your particular financial path and

objectives. Each financial path is unique and is deserving of a well-conceived plan devised to help with optimum performance

and exceptional value.

Experience

Carmine, in his role, assists clients in advanced retirement planning, building tax and “Asset Location Strategies,” and multiple risk management and estate planning solutions. Our open architecture platform at Bull & Bear Wealth Management Partners offers best in class solutions for clients’ goals.

Accreditations and Professional Affiliations

– Affiliate Representative, Corporate & Endowment Solutions

– Investment Advisor Representative, FINRA Series 65

– Registered Representative, FINRA Series 6, 7, 63

– Registered Principal, FINRA Series 24,26, 53

– Securities Industry Essentials (SEI)

– FL 215 Life, Health Insurance, Annuities #A147591

– National Association of Insurance & Financial Advisors (NAIFA): Member since 1992, Former Vice President

Community and Civic Organizations

– American Cancer Society Cattle Baron’s Ball: Board of Ambassadors

– Ruth Eckerd Hall: Life Funded Member

– CFY - Clearwater for Youth Board Member