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
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
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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