Bob Peelman, CFP®'s Profile

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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Is a Recession on the Horizon?
Russian Invasion of Ukraine Drives Market Volatility & Losses
Volatility and Looming Rate Increase Lead to Negative Returns
Market Recap and Cautiously Optimistic Outlook For 2022
Omicron Variant Uncertainty Leads to Late November Volatility
U.S. Stocks Open Earnings Season with All-Time High
A September Slump & The Global Equity Bull Market
U.S. Stocks Continue 11-Month Winning Streak
Reduce Your Tax Liability with a Mega Backdoor Roth IRA
U.S. Markets Continue Rise Despite Drop in Emerging Markets

See More Posts

Is a Recession on the Horizon?

Russian Invasion of Ukraine Drives Market Volatility & Losses

Volatility and Looming Rate Increase Lead to Negative Returns

Market Recap and Cautiously Optimistic Outlook For 2022

Omicron Variant Uncertainty Leads to Late November Volatility

U.S. Stocks Open Earnings Season with All-Time High

A September Slump & The Global Equity Bull Market

U.S. Stocks Continue 11-Month Winning Streak

Reduce Your Tax Liability with a Mega Backdoor Roth IRA

U.S. Markets Continue Rise Despite Drop in Emerging Markets