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Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
    • -Other Financial Planning
    • -Tax Planning
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Investment Companies
    • -Businesses or Institutional Clients
    • -Other Portfolio Management

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Bear Mountain Capital Management, Inc. 4 years, 1 month Feb 2013 - Present
Travelers Insurance 6 years, 10 months Apr 2006 - Feb 2013

Designations & Memberships

Membership information not available

Articles and Answers

Insights by Luke Collova

The Fed, Rising Rates and Senior Bank Loans?
Published 2013-11-05 15:55:40
Have a Plan
Published 2013-11-05 15:52:54
College: How Much and When??
Published 2013-11-05 15:50:29
    *Articles are published by advisors without compensation.

    Answers

    Ask a financial questionAsk a question
    After I leave a company should I leave my money in the 401k or transfer it to an IRA?
    Toni, both Gregory and Shawn have identified important factors to consider. Rolling your previous employer 401(k) account into an IRA will give you access to a much broader choice of investment vehicles. But, you do need to check into the fees associated with doing the rollover. Then you need to ...  (more)
    Answered Oct 2013
    My co. just had a buy out,now that I work for someone else can I close out my 401k im 61 and need my saving now?
    Dale, You definitely want to contact the plan administrator of the existing plan and ask what your options are. It is likely that you have a choice of: rolling the assets you have accumulated into the new organization's plan, assuming they offer one, rolling the assets into a personal IRA, or cash...  (more)
    Answered Oct 2013
    How do i change my 401k contribution?
    Trisha,The route to changing your contribution depends on your employer's plan. Many plans will allow you to do it online thru your HR site or over the phone. If it is possible online you may still need to register for login information. So the best way to find out is to contact your administrat...  (more)
    Answered Mar 2014
    I run the 401k plan for my company and some of our employees occasionally ask for personal advice about how much to save or which funds to choose, am I allowed to give them advice?
    Mel,There has been a lot of good advice here already so I am not going to repeat most of the thoughts but wanted to emphasize one thing. I used to insure Fiduciary Liability exposures for a global insurance company and I have seen many times what it looks like when things go bad for someone in you...  (more)
    Answered Dec 2013
    Company letting me go. I'm 55 and have $30,000 in cash balance. Do I have to pay a penality?
    The answer is that it depends on the employer plan that your money is in as well as your specific situation. If it is a qualified employer plan, such as a 401(k), then you would need to meet one of several circumstances to not pay an early withdrawal penalty. Some of these circumstances are things...  (more)
    Answered May 2014
    Looking to borrow out of my 401k. How can I go about this?
    William is right that you need to contact your plan administrator or online administrator site. I would add that you should make sure you inquire about the rules of a loan from your specific plan before acting. Make sure that the terms are clear such as how long before you have to pay it back and ...  (more)
    Answered May 2014
    What to say when marketing an Advisor to a business concerning benchmarking, to an C.E.O/C.F.O?
    Freddy - I think you will get better information if you can you get more specific on what you are asking. Are you the advisor or the marketer or both? What type of benchmarking? ...  (more)
    Answered May 2014
      *Answers are submitted by advisors without compensation.

      Licenses & Conducts

      SEC
      U.S. Securities and Exchange Commission
      • license status
        Registered
      • disclosures
        None
      • as of date
        Apr 2, 2016
      FINRA
      FINRA
      • license status
        Not registered
      • disclosures
        None
      • as of date
        N/A
      Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

      Assets

      Bear Mountain Capital Inc.

      Last updated on Feb. 1, 2017
        • $81.0M
          Total Assets Under Management
        • $0
          Total Assets Under Advisement
        • 95
          number of clients
        • $852.8K
          Estimated Average Account Balance Per Client

      Fees

      Fee Only Advisor
      $
      This advisor has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.

      Types of Compensation Arrangements

      • Percentage Of Assets