Bob Fox is a Sr. Financial Planner for the Private Wealth division of Ronald Blue Trust and serves clients out of the branch office in Indianapolis, Indiana.
As a CERTIFIED FINANCIAL PLANNERTM certificant, Bob analyzes clients’ overall financial condition and develops customized recommendations designed to help them realize their financial and life goals. He evaluates a client’s estate, insurance, tax, investment, giving, retirement, trust, and cash flow considerations and brings them together to create a comprehensive plan tailored specifically to the client’s needs.
Prior to joining the company, Bob worked as a Financial Consultant with Hufford Financial Advisors where he assisted clients in a variety of areas including asset allocation analysis, retirement plan design and implementation, cash flow and tax planning, and debt management.
Bob graduated from Indiana University with a BS in both Business and Human Resources Management along with a concentration in Finance and Economics.
Bob is an active member of his local church and volunteers his time as a financial advisement resource for other church members.
He and his wife, Lydia, have one child and live in Westfield, Indiana, a suburb of Indianapolis.