Financial Planning Professional Bob Fugate Featured On TheStreet.com
Bob Fugate, retirement planning professional, was recently featured in The Street as well as Newsweek and other major online media outlets, including CNBC, MarketWatch, Yahoo!Finance and many others.
Knoxville, TN – September 9, 2013 – A feature story about Bob Fugate, CEO and President of Retirement Financial Solutions, was recently seen on The Street as well as the other major online publications such as CNBC, The Boston Globe, MarketWatch, Los Angeles Daily News and Yahoo!Finance, among many others. In addition, Mr. Fugate was recently featured in USA Today as well as Newsweek as one of America’s PremierExperts’® “Financial Trendsetters.”
In Newsweek, Bob Fugate and other leading financial professionals were showcased for their forward thinking and successful strategies for wealth management, retirement planning, estate protection, and much more. Here is what the Newsweek feature had to say about Mr. Fugate:
In 2005, Bob adopted the endowment model of diversification established by David Swenson, CFO of Yale University’s Endowment Fund. Bob believes in the diversification of this endowment model and he uses it with his clients. Since 2005, the clients that used this approach-Swenson’s endowment model- have seen little or no negative returns in their total account value, including 2008 which was a hard year for many investors. It’s an impressive track record, a record that has been won with down-home values like honesty and old-fashioned common sense.
Bob Fugate is the CEO and President of Retirement Financial Solutions. He started in the financial services industry in 1984 and holds a Bachelor of Science in Agricultural Business and Economics from University of Tennessee as well as having completed 36 hours of post-graduate work in Finance and Economics in 1989 and 1990. Bob is a Certified Financial Planner Professional (CFP®), a Chartered Financial Consultant (ChFC®), a Chartered Life Underwriter (CLU®) and a Life Underwriter Training Council Fellow Recipient (LUTCF). Bob is also a member of the National Association of Insurance and Financial Advisors and The Society of Financial Service Professionals.
In June 2013, Bob’s book, Victory: The World’s Leading Experts Reveal Their Secrets for Winning in Health, Wealth, & Success in the New Economy, co-authored with best-selling author and speaker, Tom Hopkins, reached best-seller status in four Amazon.com categories. He was recently seen on NBC, CBS, ABC and FOX network affiliates around the country as a guest on “The Consumer’s Advocate” television show.
To read the full feature story about Bob Fugate, as seen on The Street, please visit http://www.retirementfs.com/our-story
Learn more about Bob Fugate at http://www.retirementfs.com/