CFA, CFP®, AIF®
Bright Road Wealth Management, LLC
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.
Brian Pinkston's fiduciary obligation is governed by:
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.
Learn Why Fiduciary Matters When Choosing a Financial Advisor:
- Financial Planning
- Retirement Planning
- Investment Management
- Business Planning
- Education Planning
- Retirees and Near Retirees
- Young Families
- Entrepreneurs & Business Owners
- Medical Professionals
- Sudden Money Situations
- In-Office Meetings
- Virtual Meetings
- No-Cost Initial Consultation
- Hourly Fee
- % of Assets Under Management
Professional Designations & Affiliations
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.
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.
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.
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.
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.
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