Director of Wealth Advisors Bob Peelman, CFP®

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

woman looking at stock market on laptop
Monthly Investment Commentary

2024 Market Recap

Our January market update will serve as a 2024 market recap as we review how…
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Monthly Investment Commentary

Markets Respond Favorably to November Election

After questioning the outcome of the U.S. presidential election throughout October, the uncertainty was answered…
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Monthly Investment Commentary

Equities Rally Post-Election After Slight October Dip

Global stocks (MSCI ACWI) declined slightly in October, falling 2.24%. Within the US, large cap…