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
Everything Old Is New Again: A Look at Financial Markets Against the Backdrop of A Christmas Story
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.
Is a Discounted Roth Conversion Right for You?
While markets are on the rise, it’s easy to forget [...]
Rising Interest Rates: How It Impacts Your Real Estate Investments and Financial Plan
Are you thinking about entering the real estate market? Then, [...]
How the Great Resignation Can Be Great for Your Retirement Planning
As the Great Resignation rolls on, top corporate talent continues [...]
The Rebalancing Act: Long-Term Returns and Volatility
In the current financial crisis, investors’ patience is being tested. [...]
Taking Control in the Face of Chaos
At a time when it’s easy to feel helpless watching [...]
Secure Your Estate Planning In Light of SECURE Act Changes
With the SECURE Act now in effect, it’s important for [...]