Brian Pinkston (CFA, CFP®)

Additional Information

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. Before moving to the institutional side of Schwab's business, Brian built and serviced a $200 million 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.