
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.
Markets Reach New Highs Amid Tariff and Fed Uncertainty
Tariffs, Tech, and Treasury Yields
15 Costly IRA Mistakes and How to Avoid Them
Equity Markets Rebound in May
April Market Volatility, Tariff Talks, and Fed Policy Fuel Recession Question
Tariffs & Trade Policy Inject Dose of Uncertainty Into Financial Markets
Tariff Uncertainty Causes Markets to Give Up Mid-February Gains
Beyond the Magnificent 7
2024 Market Recap
Markets Respond Favorably to November Election