Braeside Financial Planning, LLC
Fee-Only financial planner located in Asheville, NC, serving clients locally and across the country
- 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.
Bob Blanke is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Bob Blanke is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Bob Blanke is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Bob Blanke is a member of the Garrett Planning Network. Click here to learn more.
Everyone needs competent, objective financial advice from time to time. The Garrett Planning Network has a nationwide membership with hundreds of independent, Fee-Only financial planners providing advice to people from all walks of life, without minimum account requirements, sales commissions, or long-term commitments. Our members proudly embrace their fiduciary duty, always placing their clients' best interests first.
Contact Bob Blanke
28 Shenck Parkway
Asheville, NC 28803