A Team-Centered, Client-Focused Approach
At Bull & Bear Wealth Management, your goals are our goals, and our team is your team. We believe in taking a team-centered approach to supporting our clients on their financial journeys. Each of our team members possess unique skills and experience that can help you reach your objectives, and so we put our whole team behind each and every one of our clients.
We always begin our day with a team meeting, where we discuss our clients’ current needs and how we can help them. This approach puts everyone’s insight and knowledge to work for you, and ensures that all of our advisors have the support they need to provide exceptional service for our clients.
Ted Horowitz, CFP®, MIM
Ted first developed an interest in finances as a teenager, with a particular interest in stocks and investing. When he was 22, his father took him on a trip to New York City, where they visited the New York Stock Exchange. From the...
Ben Belanger
Ben’s interest in the financial industry began in his mid-twenties, when he began trading in the stock market. Though he’d received a Bachelor’s degree in Criminal Justice from Grand Canyon University already, Ben...
Helen Siu Cong
Operation Manager