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Robert J. Glovsky

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, Bloomberg magazine chose Mintz Levin Financial Advisors, LLC as one of the nation's top wealth management firms.

Bob is a practicing financial planner with more than 20 years of experience. Before forming Mintz Levin Financial Advisors, he was a Principal of one of New England 's largest fee-only financial planning practices. Bob has broad-based experience in financial planning, individual tax planning and money management, with a particular focus on asset allocation and investment strategies.

Bob 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. He also served as Chair of the Board of Examiners of the Certified Financial Planners Board of Standards, which sets standards for professionals worldwide, and currently serves on the CFP Board of Governors. Bob has lectured and taught lawyers, accountants and educators, and has spoken extensively throughout the country on financial planning topics. He has also served as a financial planning expert in the development of a financial planning software product.

Recently, Bob was listed on the "Top Professional Advisors" list in the new J.K. Lasser's " New Rules for Estate and Tax Planning" book. Bob was also listed on 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. Bob 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. Bob 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).

Bob's expertise is widely recognized in the print media; he has been a professional advisor to the Boston Herald Money Manager Column and a contributor to the Boston Business Journal and Massachusetts Lawyer's 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 currently serves on the Board of Trustees of the B'Nai B'rith Sports Lodge and the Spinazzola Foundation. He is a member of the Anti-Defamation League Executive Committee (New England Region). Past service includes President of the Dartmouth College of Alumni Association of Eastern Massachusetts and Trustee of the Darrow School . In October 2002, Bob, along with his two brothers, received from The American Jewish Committee the prestigious Community Service Award.

Bob received his undergraduate degree from Dartmouth College and both his J.D. and a Master's degree in Taxation from Boston University School of Law. He is a CERTIFIED PLANNER practitioner, Chartered Financial Consultant (ChFC) and a Chartered Life Underwriter (CLU).

Boston University does not certify individuals to use the CFP®, Certified Financial Planner™ and marks. CFP® certification is granted solely by Certified Financial Planner Board of Standards Inc. to individuals who, in addition to completing an educational requirement such as this CFP Board-Registered Program, have met ethics, experience and examination requirements.