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Bob is the President of Mintz Levin Financial Advisors, LLC, which was founded in October 1998 to provide wealth management and investment advisory services to individuals and families. Mintz Levin Financial Advisors counsels clients on asset allocation and investment strategies and offers comprehensive, customized investment advisory and financial planning services. In 2004, 2005, 2006, 2007, and 2008, Wealth Manager magazine chose Mintz Levin Financial Advisors, LLC as one of the nation's top wealth management firms. As a practicing financial planner with more than 25 years of experience, Bob has broad-based experience in financial planning, individual tax planning and money management, with a particular focus on asset allocation and investment strategies. He has lectured and taught lawyers, accountants and educators, and has spoken extensively throughout the country on financial planning topics. Bob has also served as a financial planning expert in the development of a financial planning software product. He is the Director of Boston University's Program for Financial Planners, the largest CFP Board-Registered Program in New England and one of the largest in the country. Bob currently serves as Chair-Elect of the Board of Directors of the Certified Financial Planners Boards of Standards, and will serve as Chair in 2010. He has also served as Chair of the Board of Examiners of the Certified Financial Planners Board of Standards, which sets standards for professionals worldwide. Bob currently serves on the Board of Trustees of the B' Nai B'rith Sports Lodge. He is a member of the Fidelity Institutional Wealth Services Advisor Council, and a former member of The Fidelity Research Institute's Advisory Council. Some of his other past service includes serving as President of the Dartmouth College Alumni Association of Eastern Massachusetts and Trustee of the Darrow School. In October 2002, Bob, along with his two brothers, received the prestigious Community Service Award from The American Jewish Committee. In the February 2006 issue of Consumer Reports, Bob was the expert reviewing and evaluating 11 different retirement planning options. He was chosen as one of the "Top 100 Independent Financial Advisors" by Barron's in 2007 and 2008. He was listed on the "Top Professional Advisors" list in the new J.K. Lasser book, New Rules for Estate and Tax Planning. He was also listed in the Mutual Fund magazine's "Nation's Top 100 Financial Planners." Worth magazine has selected Bob as one of the "Best Financial Advisors in the Country" eight consecutive times. In addition, he has twice appeared on the cover of Financial Planning magazine. He is widely renowned for his financial expertise and has hosted "The Bob Glovsky Show" airing five days a week on Business Radio. His views were also showcased for over eight years when he served as co-host of "The Money Experts" on Boston radio, and of "The Financial Planners" on cable television stations. Bob has also appeared on CNBC, as well as on Boston channels 2, 4, 5, and 7 and on New England Cable News. He was awarded the highest honor bestowed by the Boston University School of Law, the Silver Shingle, for Distinguished Service to the School of Law (April 2002). His expertise is widely recognized in the print media. Bob has been a professional advisor to the Boston Herald's "Money Manager" column, and a contributor to the Boston Business Journal and Massachusetts Lawyers Weekly. He is regularly quoted in publications, including The New York Times, The Wall Street Journal, Barron's, Business Week, The Washington Post, The Boston Globe, and the Boston Herald. Bob received his undergraduate degree from Dartmouth College and both his J.D. and master's degree in Taxation from Boston University School of Law. He is a CERTIFIED FINANCIAL PLANNERTM practitioner, Chartered Financial Consultant (ChFC), and Chartered Life Underwriter (CLU). CFP Contact |
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