Brian Pinkston

CFA, CFP®, AIF®

Bright Road Wealth Management, LLC

Financial Advisor

Brian Pinkston

CFA, CFP®, AIF®

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®, AIF®

(907) 339-1555

Fee-Only Financial Planner located in Anchorage, AK; also serving clients in Tacoma, WA

Brian Pinkston is a Anchorage, AK fee-only financial planner. Bright Road Wealth Management, LLC provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Brian Pinkston is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

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.   

Brian Pinkston is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s 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

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.

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

  • National Association of Personal Financial Advisors (NAPFA)
    Brian Pinkston is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Brian Pinkston is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® 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.

  • Financial Planning Association
    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.

  • CFA - Chartered Financial Analyst
    Brian Pinkston is a CFA® charterholder

    A Chartered Financial Analyst® (CFA®) is a professional designation given by the CFA Institute, formerly AIMR, that measures the competence and integrity of financial analysts. Candidates are required to pass three levels of exams covering areas such as accounting, economics, ethics, money management and security analysis.

  • Accredited Investment Fiduciary®
    Brian Pinkston is an Accredited Investment Fiduciary® (AIF)

    Advisors who have earned the Accredited Investment Fiduciary designation are able to immediately show that they are interested in and working towards the best interests of their clients. They have gone through training, met the qualifications, and passed the exam allowing use of the AIF designation.

  • AAMS - Accredited Asset Management Specialist
    Brian Pinkston is an Accredited Asset Management Specialist

    Financial advisors and investment managers who hold the AAMS® designation have completed a course of study encompassing investments, insurance, tax, retirement, and estate planning issues. Individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations. All designees have agreed to adhere to Standards of Professional Conduct and are subject to a disciplinary process.

Contact Brian Pinkston

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Office Locations:

  • 310 K Street
    Suite 200
    Anchorage, AK 99503
  • 1201 Pacific Avenue
    Suite 600
    Tacoma, WA 98402

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