Is a Discounted Roth Conversion Right for You?
While markets are on the rise, it’s easy to forget that drastic drops can happen. But these days, the reality of market downturns is top
Brad Robinson
July 14, 2022
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
- CERTIFIED FINANCIAL PLANNER™
- Member, CFA Institute
- Member, CFA Society Atlanta
Brad's Insights & Resources
Rising Interest Rates: How It Impacts Your Real Estate Investments and Financial Plan
Are you thinking about entering the real estate market? Then, we need to have a talk about rising mortgage interest rates. To many investors, this
Brad Robinson
March 5, 2022
How the Great Resignation Can Be Great for Your Retirement Planning
As the Great Resignation rolls on, top corporate talent continues to be courted with novel incentives ranging from 4-day work weeks to subsidies for emergency
Brad Robinson
February 15, 2022
The Rebalancing Act: Long-Term Returns and Volatility
In the current financial crisis, investors’ patience is being tested. There is no way to predict when we’ll reach market bottoms or how long recovery
Brad Robinson
April 20, 2020
Taking Control in the Face of Chaos
At a time when it’s easy to feel helpless watching the news unfold, we are focused on helping our clients find ways to regain a
Brad Robinson
March 12, 2020
Secure Your Estate Planning In Light of SECURE Act Changes
With the SECURE Act now in effect, it’s important for active workers and retirees alike to revisit retirement and estate planning to determine how nuances
Brad Robinson
January 9, 2020