MEET THE TEAM

Bob Fugate

CERTIFIED FINANCIAL PLANNER® professional Bob Fugate founded Blue Ridge Wealth Planners in 2004 and has since grown a strong team of financial professionals who have helped thousands of families throughout East Tennessee lead fulfilling and financially confident retirements. Today, Bob no longer needs to work in the day-to-day operations of the business and instead focuses on one of his most fulfilling activities - educating others. In this pursuit, Bob has taught in classrooms at universities and community colleges around the state including the University of Tennessee at Knoxville, The University of Tennessee at Chattanooga, Lee University, Northeast State Community College, Walters State Community College, and many more.

After balancing a long career in agriculture with undergraduate and graduate education in finance and economics, Bob began working full time in financial services in 1998. Because of the limitations he encountered within the captive brokerage industry and a genuine desire to work for the best interests of his clients rather than a specific company, he became an independent advisor and founded his own firm with a focus on coordinating the efforts of financial professionals in every field of retirement in order to create comprehensive and personalized financial plans for every family that walks into a conference room with his team. To Bob, cookie cutters just don't work for retirement.

We don't have money for money's sake. From travelling the world to helping our grandkids go to college, we have money to help us achieve our goals. Whether you're seeking advice on income, investments, taxes, healthcare, or legacy planning, Bob Fugate has a passion for educating others and empowering them to achieve their goals and dreams.