Bob Blanke| CFP®, MBA
Braeside Financial Planning, LLC
Fee-Only Financial Advisor serving Asheville, NC area.
- Fee-Only Financial Services
- Comprehensive Financial Planning
- Free Initial Consultation
- Investment Management
- Retirement Planning
- Education Planning
- Elder Care Issues
- Estate Planning
- Insurance Analysis
- Charitable Giving and Trusts
- Planning for Business Owners
- Cash Flow and Budgeting
28 Shenck Parkway
Asheville, NC 28803
Asheville, NC 28803
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Bob Blanke is a Asheville, NC Fee-Only Financial Planner serving Asheville and all surrounding areas. Braeside Financial Planning, LLC specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Bob Blanke is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
- Bob is a CERTIFIED FINANCIAL PLANNER ™ practitioner, having successfully completed the Certificate Program in Personal Financial Planning from DePaul University.
- He passed the FINRA Series 65—Uniform Investment Advisor Law Exam.
- After holding technical and executive financial and general management positions with multinational corporations, Bob purchased and operated a mid-sized manufacturing firm in Chicago for 12 years.
- Bob is driven by a passion to make a difference in the lives of others through strong Christian beliefs. He pursued this passion by serving as Director of Administration for five years for a faith-based not-for-profit organization. In this role, he worked part-time helping individuals seeking to take control of their financial futures.
- Bob is founder and principal of Braeside Financial. He established the firm to elevate his passion for making a difference in the financial lives of others to a full-time basis.
- He earned his Bachelor of Science degree in Engineering from North Carolina State University, and a Master of Business Administration (MBA) degree, specializing in Finance and General Management, from the University of North Carolina at Chapel Hill.
- Bob is a member of the Garrett Planning Network, Inc., an international organization of professional, fee-only financial advisors. Founded by nationally-recognized CERTIFIED FINANCIAL PLANNER™ professional Sheryl Garrett, members are committed to providing individual financial services to people of all walks of life on an hourly, as-needed basis. Continuous training and dialog among the hundreds of planner members across the nation are integral to Garrett’s purpose. This system facilitates Bob’s research and analysis for his clients to deal effectively and proactively with the constantly changing financial landscape. Bob’s advice reflects the combined wisdom of many of the best financial planners in the country.
Braeside Financial Planning is an independent, fee-only financial planning and advisory firm located in the Asheville area of North Carolina. We are not affiliated with any bank, brokerage firm or insurance company. Braeside does not sell products, receive commissions or any other third-party compensation: our advice is customized for you and delivered to serve only your best interests.