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Robert "Bob" Blanke, CFP®
Braeside Financial Planning
Specializing in: Retirement Planning, Investment Portfolio Optimization, Cash Flow and Debt Management, Insurance Needs Analysis, College Funding, Tax Reduction Strategies, Financial CheckupsGeographic Area Served: Asheville, North Carolina and surrounding area
About Me
About My Firm
Title in the firm: Owner
Licenses, Certifications and Designations: CERTIFIED FINANCIAL PLANNER™ professional, FINRA Series 65, MBA, Registered Investment Advisor in the state of North Carolina. Member of Garrett Planning Network, registered NAPFA financial advisor, member of Kingdom Advisors.
Biography: Bob Blanke, CFP® formed Braeside Financial Planning near Asheville, NC to fulfill his passion to be a trusted financial advisor to people from all walks of life. Until relatively recently, professional and competent financial planning and investment advice of a fiduciary nature has been available to and used by the very affluent to their distinct advantage. The hourly, fee-only model pioneered by Garrett Planning Network makes this important trusted advice available to those of more moderate income and wealth. Bob Blanke fully embraces the quote on Braeside Financial’s home web page: “people don’t care how much you know until they know how much you care”. His strong academic background is certainly complemented by a wealth of practical experience which demonstrates his desire to help others. Hourly, fee-only compensation renders his advice free of any potential conflicts of interest inherent with most financial advisors, who receive commissions or fees from the products they recommend, or an asset-based ongoing asset-under-management fee which can disadvantage the clients’ long-term best interests for the short-term.
Bob Blanke holds a bachelor’s degree in Engineering from N.C. State University, an MBA from the University of North Carolina at Chapel Hill, and a certificate in Financial Planning from DePaul University in Chicago. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds a FINRA Series 65 license. Braeside is a Registered Investment Advisor in the state of North Carolina. In addition to being a member of the prestigious Garrett Planning Network, he is a registered NAPFA (National Association of Personal Financial Advisors) Advisor, and a member of Kingdom Advisors.
For over 20 years, Bob Blanke progressed his career in multiple locations through positions of executive management for multinational manufacturing corporations, before purchasing a manufacturing company with over 150 employees. It was in this entrepreneurial role where he developed his passion for helping others, primarily employees and their families, with planning for their futures through employee benefits his company offered. After selling this company, he worked in financial leadership for a large not-for profit for over five years. Seeing first-hand the disadvantage most families have in planning their financial futures because of the divesting of planning decision-making by Corporate America, he pursued the route necessary to earn the prestigious CFP® marks.
Bob blanke and his wife have three grown children and reside in the Blue Ridge Mountains of Western North Carolina. The significance of the mountains used generously in the company logo and throughout the website is the analogy between the strength and sense of calm represented by both mountains and a well-researched and implemented financial plan. Bob is an avid mountain hiker, having reached the summit of Mt. Kilimanjaro in 2007 and now the more gentle peaks of the Appalachians.
Licenses, Certifications and Designations: CERTIFIED FINANCIAL PLANNER™ professional, FINRA Series 65, MBA, Registered Investment Advisor in the state of North Carolina. Member of Garrett Planning Network, registered NAPFA financial advisor, member of Kingdom Advisors.
Biography: Bob Blanke, CFP® formed Braeside Financial Planning near Asheville, NC to fulfill his passion to be a trusted financial advisor to people from all walks of life. Until relatively recently, professional and competent financial planning and investment advice of a fiduciary nature has been available to and used by the very affluent to their distinct advantage. The hourly, fee-only model pioneered by Garrett Planning Network makes this important trusted advice available to those of more moderate income and wealth. Bob Blanke fully embraces the quote on Braeside Financial’s home web page: “people don’t care how much you know until they know how much you care”. His strong academic background is certainly complemented by a wealth of practical experience which demonstrates his desire to help others. Hourly, fee-only compensation renders his advice free of any potential conflicts of interest inherent with most financial advisors, who receive commissions or fees from the products they recommend, or an asset-based ongoing asset-under-management fee which can disadvantage the clients’ long-term best interests for the short-term.
Bob Blanke holds a bachelor’s degree in Engineering from N.C. State University, an MBA from the University of North Carolina at Chapel Hill, and a certificate in Financial Planning from DePaul University in Chicago. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds a FINRA Series 65 license. Braeside is a Registered Investment Advisor in the state of North Carolina. In addition to being a member of the prestigious Garrett Planning Network, he is a registered NAPFA (National Association of Personal Financial Advisors) Advisor, and a member of Kingdom Advisors.
For over 20 years, Bob Blanke progressed his career in multiple locations through positions of executive management for multinational manufacturing corporations, before purchasing a manufacturing company with over 150 employees. It was in this entrepreneurial role where he developed his passion for helping others, primarily employees and their families, with planning for their futures through employee benefits his company offered. After selling this company, he worked in financial leadership for a large not-for profit for over five years. Seeing first-hand the disadvantage most families have in planning their financial futures because of the divesting of planning decision-making by Corporate America, he pursued the route necessary to earn the prestigious CFP® marks.
Bob blanke and his wife have three grown children and reside in the Blue Ridge Mountains of Western North Carolina. The significance of the mountains used generously in the company logo and throughout the website is the analogy between the strength and sense of calm represented by both mountains and a well-researched and implemented financial plan. Bob is an avid mountain hiker, having reached the summit of Mt. Kilimanjaro in 2007 and now the more gentle peaks of the Appalachians.
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