Brian Rood
CFP®, CCFC
Artisan Financial Planning LLC
Founder and Financial Planner
Brian Rood
CFP®, CCFC
Artisan Financial Planning LLC
Founder and Financial Planner
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Brian Rood, CFP®, CCFC
Fee-Only financial planner located in Overland Park, KS, serving clients in person in the Kansas City metropolitan area and across the country virtually
Brian Rood is an Overland Park, KS fee-only financial advisor serving clients in the Kansas City metropolitan area and virtually across the country. Artisan Financial Planning provides financial planning, investment management, and college/student loan planning for professional musicians, performing artists, and creative professionals. As a fee-only, fiduciary, and independent financial advisor, Brian Rood is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Hello! I am Brian Rood, the founder of Artisan Financial Planning and a fee-only fiduciary financial planner working virtually across the country with professional musicians, other performing artists and creative professionals to achieve their financial goals.
My journey into financial planning started years ago when colleagues approached me with questions about our employer’s two retirement plans. At the time, I chaired our defined contribution retirement plan committee and was about to serve as a trustee of a defined benefit multi-employer, Taft-Hartley pension plan. I was also integrally involved in negotiating Kansas City Symphony employee health care, dental, and long-term disability benefits.
I found that as much as I enjoyed being an orchestral performer, I really enjoyed helping other professional musicians achieve a better quality of life for themselves and their families. Over the years I have answered thousands of calls and messages from colleagues around the country. What made those so fulfilling was being able to find creative solutions to their issues.
After a bout of sudden hearing loss in 2012, I developed a condition known as cochlear Ménière's. By early 2020 I realized that my performing days might soon be over.
Where could I combine my experience of serving and working with musicians alongside my passion for investing, financial literacy, and retirement planning?
The answer became clear as I began CFP® Certification Professional Education Program classes. I was hooked and it was just a matter of time before Artisan Financial Planning LLC was created.
We are able to offer musicians and their families personalized comprehensive financial planning and investment management from a real-life perspective of having faced the same kinds of challenges as other performing artists.
We promise to be partners with you along your money journey. We look forward to hearing your financial story, goals and concerns.
Together we will create a unique comprehensive financial plan. We will then guide you along the way to achieve your goals.
Education:
- Bachelor of Music Degree from the University of Michigan
- CFP® Certification Professional Education Program from the College for Financial Planning.
Brian Rood 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.
Artisan Financial Planning is the advisory firm focused on professional musicians. You deserve a financial planner that understands your world and your unique challenges.
Pursue your passion and career in music while building a strong financial foundation for you and your family. Reach out to schedule a consultation and learn how we can help.
Serving You As a Fiduciary
We are a fiduciary to you, our client. This means that I put your interests first. As a fee-only fiduciary planner I accept no commissions or referral fees from any provider of financial products or services. I am paid only by my clients directly. Thus I can provide un-compromised, unbiased advice in the best interests of my clients at all times. I would not have it any other way!
Depending on your needs, we can work together on an hourly basis or a fixed fee project basis. If this sounds like a good fit for you, please set up a time for us to talk.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Investment Management
- College & Student Load Planning
- Employee Benefit Plan Services
- Retirement Income Planning
Ideal Clients
- Professional Musicians
- Performing Artists
- Creative Professionals
- Retirees and Near Retirees
- Growing Families
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Brian Rood 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 Rood 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 Rood is a Certified College Financial Consultant (CCFC)The American Institute of Certified College Financial Consultants (AICCFC) is an organization that was created to offer educational training to CPAs and Financial Planners who wish to learn how they can advise their clients effectively in the areas of college and student loan advising. The AICCFC is the issuer of the premiere designation in college and student loan advising, the Certified College Financial Consultant (CCFC) designation.
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Brian Rood earned the Certificate in Blockchain and Digital Assets℠Financial professionals who hold the Certificate in Blockchain and Assets℠ issued by Digital Assets Council of Financial Professionals (DACFP) have earned the essential knowledge and skills they need to provide their clients accurate, relevant, timely and valuable advice about blockchain and digital asset management. Graduates of the Certificate program have taken the only course of its kind about this emerging ecosystem created for financial advisors by leading financial advisors.
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Brian Rood is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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Brian Rood 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 Rood Played Trumpet with the Kansas City Symphony from 1995-2022
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Brian Rood, former Chair of the Musicians' Negotiating Committee, is Quoted in International Musician: "Kansas City Symphony Negotiates Contract Extension"
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"Brian Rood Steps Down…But Not Away" as Featured in the International Conference of Symphony and Opera Musicians Publication Senza Sordino
Contact Brian Rood
Office Locations:
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9919 Rosewood Ln
Overland Park, KS 66207
