Brian Pinkston (CFA, CFP®)

Brian Pinkston focuses in the
following client markets or areas of practice:

  • AUM
  • Baby Boomers
  • Business Owners
  • Charitable Giving
  • College/Education Planning
  • Corporate Executives

Planning Specialties

Bright Road Wealth provides clients with comprehensive fee-only wealth management services. True wealth management consists of three very different, yet vitally important parts. Together, these  parts make up the Wealth Management Equation.

Wealth Management = Investment Consulting + Advanced Planning + Relationship Management

Many financial advisors hold themselves out to be wealth managers. In reality, they only focus on the Investment Management portion of the equation, much to the detriment of their clients.

At Bright Road Wealth, we  follow a Wealth Management Consultative process in order to make sure all of our clients goals are addressed in a clear, consistent manner.

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.

NAPFA Start Date

December 08, 2014