Brian Pinkston| CFA, CFP®, AIF®
Bright Road Wealth Management, LLC
- Fee-Only Financial Planning
- Financial Review
- Hourly Fee Consultations
- Retirement Planning
- Investment Management
- Tax Planning
- Estate Planning
- Insurance Services
- College Education Planning
- 401(k) and IRAs
- Business Planning
- Employee Benefits
Anchorage, AK 99503
Tacoma, WA 98402
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Brian Pinkston is a fee-only financial advisor located full-time in Anchorage, AK, and also serving clients in Tacoma, WA. Bright Road Wealth Management, LLC specializes in providing objective financial planning to help clients build, manage and protect their assets through life's transitions. Brian Pinkston is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
Brian Pinkston is the founder and president of Bright Road Wealth Management.
Prior to founding Bright Road Wealth Management, Brian worked in the financial services industry for 15 years. Most recently, Brian worked for Dimensional Fund Advisors (DFA), where he educated advisors in the southern U.S. on capital market research and Dimensional's investment strategies. He assisted advisors in the development of investment communication, portfolio construction, and practice management strategies.
Before joining Dimensional, Brian worked for Charles Schwab for almost ten years. Most recently, he provided investment consulting services for institutional clients in the mega 401(k) market, as well as managed a team of consultants and analysts on Schwab's mega 401(k) platform in Austin, TX. Prior to moving to the institutional side of Schwab's business, Brian built and serviced a practice as a Schwab Private Client Consultant in Anchorage, AK. In this capacity, he provided financial planning and asset management services to high net worth individuals, families, and corporations. Brian worked for Fidelity Investments and Zions Bank Capital Markets before going to work for Schwab in 1998.
Brian has earned the Chartered Financial Analyst (CFA) designation from the CFA Institute and he is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional; he has an Accredited Investment Fiduciary (AIF) designation from the Center for Fiduciary Studies, and an Accredited Asset Management Specialist (AAMS) designation from the College for Financial Planning. Brian has an MBA in Finance from the Goizueta Business School at Emory University, and a BBA in Finance from Texas A&M University. He previously held FINRA Series 7, 9, 10, 24, and 66 licenses.
Brian has been quoted in Alaska Business Monthly, as well as online in Financial Advisor IQ. He volunteers for the American Cancer Society, and is a board member of Anchor Lutheran School.
At Bright Road Wealth Management, LLC, we are an independent, fee-only registered investment advisory firm. We act as the personal Chief Financial Officer (CFO) for successful individuals, families and institutions.