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Risk In Your Portfolio

Do you know your risk score? Physicians must understand their personal tolerance for risk as well as the level of risk in their current portfolios. If there is a mismatch, how do you rectify the disconnect. Bob Peelman, CFP, of OJM Group, explains.

Bob Peelman, CFP® is the Director of Wealth Management at OJM Group, and oversees the firm’s wealth management practice. He has over 12 years of experience in wealth management, where his career has focused on serving the needs of successful individuals, families, endowments, and foundations. Bob works with clients to help manage their wealth responsibly, grow it tax-efficiently, and maintain it for years to come so that it fulfills the lifestyle they want to lead. Prior to joining OJM, Bob was a financial advisor with Morgan Stanley. Bob graduated from the University of Kentucky with a Bachelor of Science in Business Administration and has earned the designation of Certified Financial Planner™.

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