Brian Pinkston
CFA®, CFP®, CDFA®
Bright Road Wealth Management, LLC
Financial Advisor
Brian Pinkston
CFA®, CFP®, CDFA®
Bright Road Wealth Management, LLC
Financial Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Brian Pinkston, CFA®, CFP®, CDFA®
Fee-Only Financial Planner located in Anchorage, AK; also serving clients in Tacoma, WA
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. T, 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. Prior to 1988, 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.
Brian has earned the Chartered Financial Analyst (CFA) designation from the CFA Institute and is a CERTIFIED FINANCIAL PLANNER™ professional; he also has a Certified Divorce Financial Analyst (CDFA®) designation from the Institute for Divorce Financial Analysts. Brian has an MBA in Finance from the Goizueta Business School at Emory University, and a BBA in Finance from Texas A&M University.
Brian has been quoted in Baron's, Alaska Business Monthly and online in Financial Advisor IQ. He is on the volunteer board Treasurer of the Alaska SeaLife Center and is an avid swimmer and SCUBA diver.
Brian Pinkston is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Bright Road Wealth Management advisors are your personal financial advocates. We are proud to be independent, fiduciary, fee-only Registered Investment Advisors and CERTIFIED FINANCIAL PLANNERS™ providing wealth management, investment, financial planning, and retirement planning services.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Brian Pinkston is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Brian Pinkston is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Brian Pinkston is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
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Brian Pinkston is a CFA® charterholder
The CFA Program is the most respected and recognized investment management designation in the world with less than 200,000 charterholders globally.
This advisor has earned the Chartered Financial Analyst® designation (CFA® charter) by passing all three of the CFA exams and gaining relevant industry experience, demonstrating their mastery of the investment analysis and decision-making skills most needed in the global investment management profession.
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Brian Pinkston is a Certified Divorce Financial Analyst® (CDFA®)A CDFA® professional is a financial professional skilled at analyzing data and providing expertise on the financial issues of divorce. The role of the CDFA® professional is to assist the client and his or her attorney to understand how the decisions he or she makes today will impact the client’s financial future. A CDFA® can take on many roles in the divorce process: Financial Expertise and Strategy, Data Collection and Analysis, Expert Presenter and Litigation Support. In some cases, CDFA® professionals are called upon to act as expert witnesses in court or in mediation proceedings.
Contact Brian Pinkston
Office Locations:
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310 K Street
Suite 200
Anchorage, AK 99503 -
1201 Pacific Avenue
Suite 600
Tacoma, WA 98402
