bob peelman team member page portrait

BOB PEELMAN CFP®

DIRECTOR OF WEALTH ADVISORS, PARTNER

Bob Peelman is an experienced wealth advisor and financial consultant who has worked with individuals, families, endowments, and foundations for more than 20 years. Prior to joining OJM in 2010, Bob was a financial advisor with Morgan Stanley Wealth Management.

Bob is a contributing author of the financial resource Wealth Management Made Simple and co-author of more than a dozen articles on investing, retirement planning, and other financial topics. He has also presented numerous lectures, webcasts, and podcasts for regional and national groups.

Bob serves as a board member for DCCH Center for Children and Families and a committee member for the Redwood Foundation.

Education and Professional Designations

University of Kentucky
BS in Business Administration
(Finance)
 
Certified Financial Planner™

RECENT ARTICLES, VIDEOS & PODCASTS

computer with stock charts
Monthly Investment Commentary

September Market Update

After a summer rally, both stocks and bonds fell in August US equities dropped 4%…
image showing stocks going up
Monthly Investment Commentary

US Stocks and Bonds Post Best Month of 2022

US stocks surged 9.2% in July—their best month since November 2020 US core bonds gained…
traditional or roth ira
Bob Peelman

Bear Market Offers Opportunity for Roth IRA Conversions

In May 2022, after several months of volatility across all financial markets, the S&P 500…