Priscilla N. Gilbert
Investment adviser representative at Blue Bear Financial, LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$147.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Blue Bear Financial, LLCJan 2026 to now
- Blue Bear Financial, LLC dba Centerpoint FinancialDec 2025 to now
- Centerpoint Financial, Inc.Jul 2014 to Dec 2025
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2000
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 1 state (VT).
Blue Bear Financial, LLC
$147.4MAssets managed
163Clients
3Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4185541
- Firm CRD
- 331226