Brian Pinkston, CFA, CFP®
Founder, Financial Advisor
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. T, 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. Prior to 1988, 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.
Brian has earned the Chartered Financial Analyst (CFA) designation from the CFA Institute and is a CERTIFIED FINANCIAL PLANNER™ professional; he also has a Certified Divorce Financial Analyst (CDFA®) designation from the Institute for Divorce Financial Analysts. Brian has an MBA in Finance from the Goizueta Business School at Emory University, and a BBA in Finance from Texas A&M University.
Brian has been quoted in Alaska Business Monthly and online in Financial Advisor IQ. He is on the board of the Alaska SeaLife Center and is an avid swimmer and SCUBA diver.
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