Brad Robinson2024-04-08T07:01:30-04:00

Brad Robinson, CFA, CFP®

Wealth Strategist

Brad’s 20-year career in the U.S. Army, where he retired as a Lieutenant Colonel, prepared him well for his second career as a wealth advisor. A native Midwesterner, Brad began serving our country immediately upon college graduation. He was stationed from Hawaii all the way to Germany in his various posts, which may explain why he’s so at ease learning new information about each new client he meets. The financial management experience he gained toward the end of his military career, including leading business operations for the largest medical center in the Army, inspired him to pursue credentials as an investment portfolio manager and financial planner. An experienced wealth advisor since 2014, Brad is passionate about helping families achieve their financial goals.

Education and Accreditation

  • BS, Biomedical Engineering – University of Iowa
  • MBA/MS, Finance – University of Colorado
  • Chartered Financial Analyst (CFA) Charterholder
  • Member, CFA Institute
  • Member, CFA Society Atlanta

Brad’s Insights & Resources

Everything Old Is New Again: A Look at Financial Markets Against the Backdrop of A Christmas Story

By |December 20, 2022|Market Commentary|

You’re probably familiar with the old adage “everything old is new again.” Indeed, we’ve witnessed surprising revivals of fashion trends, hairstyles, and even pop music over the years. But this year’s return of the holiday classic A Christmas Story is making many people feel exceptionally nostalgic—especially those of us who grew up in the 1980s.

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