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Bob Peelman, CFP®

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.

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  • Hopes for Slowing Interest Rate Increases Fuel November Market Rally

  • November Market Update: US Stocks Surge Following Recent Losses

  • October Market Update & Investment Outlook

  • September Market Update

  • US Stocks and Bonds Post Best Month of 2022

  • Bear Market Offers Opportunity for Roth IRA Conversions

  • Q2 Market Recap and Portfolio Update

  • U.S. Equities Post May Gains; CPI Triggers Early June Sell-Off

  • Equity and Fixed Income Markets Post Losses as U.S. Dollar Strengthens

  • Q1 2022 Market Recap & Portfolio Update

See More Posts
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