Brian Rood, CCFC, Candidate for CFP® Certification
I am the founder of Artisan Financial Planning and a fee-only financial planner working virtually across the country with professional musicians to achieve their financial goals.
I am a CCFC practitioner, Candidate for CFP® Certification, a member of the XY Planning Network, National Association of Personal Financial Advisors (NAPFA), and the Financial Planning Association.
I'm a Registered Investment Advisor Representative in the State of Kansas, CRD #7451527.
I hold a Bachelor of Music Degree from the University of Michigan and completed the CFP® Certification Professional Education Program from the College for Financial Planning.
My family and I live in Overland Park, KS where I have been a proud member of the Kansas City Symphony for over 25 years. Equally at home serving others off-stage, I chaired each Musicians’ negotiation committee from 1997-2020 and also served as the first chair of the KCS 403(b) Retirement Committee. I was a long-time member of the KCS Board of Trustees and Finance Committee as well as co-chair of the 1998 Strategic Plan Task Force, which created collaborative and cooperative governance structures that remain today and are unique within the orchestra industry.
In 2015 I was honored to receive the title of president emeritus from the International Conference of Symphony and Opera Musicians. I spent 17 years on the ICSOM Media Committee, the last three as its chair and 17 years as an AFM Symphony-Opera Orchestra Strike Fund trustee.
I continue to serve as a trustee of the American Federation of Musicians and Employers’ Pension Fund and am presently a co-chair of the Investment Committee.
In my spare time I enjoy sailing and spending time with my family.
My journey into financial planning started years ago when colleagues approached me with questions about our employer’s two retirement plans. At the time, I chaired our defined contribution retirement plan committee. I was about to begin my service as a trustee of a defined benefit multi-employer, Taft-Hartley plan that provides pension benefits to musicians across the country. I was also integrally involved in negotiating Kansas City Symphony employee health care, dental, and long-term disability benefits for 20 years.
I found that as much as I enjoyed being an orchestral performer, I really enjoyed helping other professional musicians achieve a better quality of life for themselves and their families. Over the years I answered thousands of calls and emails from colleagues around the country. What made those so fulfilling was being able to find creative solutions to their issues.
After a bout of sudden hearing loss in 2012, I developed a condition known as cochlear Ménière's. By early 2020 I realized that my performing days might soon be over.
Where could I combine my experience of serving and working with musicians alongside my passion for investing, financial literacy, retirement planning, and benefits administration?
The answer became clear as I began CFP® Certification Professional Education Program classes. I was hooked and it was just a matter of time before Artisan Financial Planning LLC was created.
We are able to offer musicians and their families personalized comprehensive financial planning and investment management from a real-life perspective of having faced the same kinds of challenges as other performing artists.
Early on I learned how to create a budget by putting myself through music school at the University of Michigan. Afterwards, I freelanced in southeastern Michigan before winning a position with the Kansas City Symphony. I learned about independent contractor status and being self-employed as well as filing taxes with W-2 income, too. Finding ways to purchase health, dental, life, property, and casualty insurance are just a few of the challenges freelancers face. Yet, solving these in cost efficient ways are key to long-term security and peace of mind. Disability insurance is vitally important for every occupation—perhaps none more so than a musician. And, planning for retirement is just as important when starting out as when it is right around the corner.
We promise to be partners with you along your money journey. We look forward to hearing your financial story, goals and concerns. Together we will create a unique comprehensive financial plan. We will then guide you along the way to achieve your goals.
Serving You As a Fiduciary
As a fiduciary, I am legally bound to act in my client’s best interest. I accept no commissions or referral fees from any provider of financial products or services. I get paid only by my clients directly. Thus I can provide un-compromised, unbiased advice in the best interests of my clients at all times.
Depending on your needs, we can work together on an hourly basis or a fixed fee project basis. If that sounds like a good fit for you, please set up a time for us to talk.