Director of Wealth Advisors Bob Peelman, CFP®

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

scenic beach side home for physician during retirement
Bob Peelman

Retiring Well for Today’s Physician

How does a physician “retire well”?  That answer, unsurprisingly, has been changing over time. Historically,…
pen stock charts and inflation
Monthly Investment Commentary

Stubborn Inflation Drives Market Volatility

Equity markets exhibited volatility during April—as the S&P 500 lost ground for the first time…
stop watch on a table
Playbook

Tax-Loss Harvesting: A Tax Win in Volatile Markets

With markets at an all-time high, many investors may seek strategies that try to “time…