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

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