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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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  • May 2019 Monthly Market Update

  • More Money Than Sense

  • April Market Outlook

  • Bull Market Reaches 10th Anniversary

  • Markets Rally for Strong 2019 Start

  • 2019 Market Outlook

  • Stock Market Volatility Leads to Losses Across Most Asset Classes

  • Range of Stock Outcomes Narrows with Longer Time Horizon

  • Third Quarter 2018 | Key Takeaways

  • Key Takeaways

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