• Email Bob (bob null@null appropriatebalance NULL.com)
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Robert “Bob” Pennell

Vice President and Partner

I am a Vice President and Partner of Appropriate Balance Financial Services.

My goal is to bring a broad, fresh, and independent view to the management of investments. I am constantly working to develop ways to enhance portfolio returns in a very dynamic and volatile environment.

I graduated from the University of Washington with a Bachelor of Science Degree in Aeronautical Engineering. I also graduated from the Harvard Graduate School of Business, with an MBA.

Before joining ABFS, I founded Harvard Financial Advisors and provided financial advice to clients for 10 years. Prior to that, I was the Manager of Capital Projects for Cameron Iron Works, a management consultant with MAC, the CFO with Optron, the CEO with Beta Engine Systems and was with Weyerhaeuser’s New Business Ventures Group.

I served in Vietnam with the U.S. Marine Corps, where I was a fighter pilot, and later flew as an advanced fighter pilot instructor.

Over the years I have served on the boards of several organizations including the Snow Leopard Trust, Friends of Youth, University Prep, and the Harvard Business School Alumni Club. In my free time, I enjoy spending time with my family and friends in the great Northwest, skiing, hiking, playing golf, sailing, and fishing.