Anthony Kinzie, CFP®

Managing Partner | Financial Advisor

EXPERIENCE:

I'll put my vast array of experience and knowledge to work in order to assist you in achieving your goals.  We can work together in designing personal plans for you, your family, and your business.  I take great pride in my ability to assist individuals and growing companies with implementing tailored strategies to help protect and achieve financial success.

  • CERTIFIED FINANCIAL PLANNER™ professional designation
  • In the financial services industry since 2015
  • With Principal Financial Group® since 2016
  • Founder & Managing Partner of Blue Bear Financial
  • Experience in conducting and implementing  in-depth financial  solutions focusing on client needs and goals


EDUCATION & CREDENTIALS:

I served for 6 years in the US Navy as a Nuclear Electrician aboard Fast Attack submarines. Shortly after my service, I completed my BS in Nuclear Science and Engineering Technology.  This led me to a fulfilling career with Nucor Steel, where I completed my Masters in Engineering from the University of Wisconsin-Madison. This experience, paired with my passion for the financial services industry, led me to the creation of Blue Bear Financial. I have excelled at utilizing my analytical thinking and knowledge of the industry to help create and implement customized financial solutions for my clients.

  • Master's in Engineering and Professional Practice – University of Wisconsin-Madison
  • FINRA Series 7 and Series 66
  • Life and Health Insurance

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Phone (843) 654-1388
Fax (843) 654-4299
Mobile Phone (843) 637-9338