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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

looking at stocks on laptop
Monthly Investment Commentary

Fourth Quarter Gains End Challenging Year for Markets

While it was a challenging year for markets, we did see a nice fourth quarter…
person reviewing investments on laptop
Monthly Investment Commentary

Hopes for Slowing Interest Rate Increases Fuel November Market Rally

Equity markets surged in November with emerging-market equities outperforming their developed market counterparts The prospect…
stock and dollar graphic
Monthly Investment Commentary

November Market Update: US Stocks Surge Following Recent Losses

Following a nearly 13% loss in the previous two months, US stocks surged 8.1% higher…