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Bear Rupert, CWS®, AIF®, CPFA

Bear Rupert, CWS®, AIF®, CPFA

Investment Advisor Representative

Bear's background in the financial services industry stems from seven years as an agency owner with Farmers Insurance Group and Farmers Financial Solutions. During his tenure with Farmers, he had the pleasure of helping individuals, families and business owners manage and protect their assets.

“My approach with every client is to develop a long standing relationship built on trust, transparency and a genuine desire to see them pursue their financial dreams. This is accomplished by working together with my clients to develop a mutually agreed upon financial blueprint that is clear, concise and easily implemented.”

Degrees/Designations: Baldwin-Wallace University, B.A. Business Administration & Sport Management; CWS® - Certified Wealth Strategist®; AIF® - Accredited Investment Fiduciary®

Licenses and Registrations: Securities Registration Series 7, 66 and 6, Ohio Accident, Life and Health Insurance License, Ohio Property and Casualty Insurance License