David Soiferman, APMA®

With more than 35 years of experience in the financial services industry, I have built my career around helping individuals and families navigate life’s financial decisions with clarity, thoughtful guidance, and a long-term perspective.

I believe strong financial advice begins with strong relationships. My approach is grounded in integrity, personalized service, and a genuine commitment to understanding what matters most to each client.

Today, I’m proud to continue that work with Bull & Bear Wealth Management Partners, where I have the support and independence to serve clients with the personal attention they deserve. This next chapter allows me to build upon a successful career while remaining focused on what has always mattered most: helping clients pursue their goals with greater confidence.



I’m grateful for the relationships I’ve developed throughout my career and look forward to continuing to serve clients and their families for years to come.