Professional Associations

Ed Slott Master Elite Advisor

Bob Dubee is a member of the Ed Slott's Master Elite IRA Advisor Group™ , an exclusive organization of financial advisors who are dedicated to being leaders in the IRA industry. Because being the best in the business requires an enormous amount of ongoing education, time and effort, Ed Slott has created this group as a single resource for serious professionals. Ed Slott's Elite IRA Advisors are equipped with the most up-to-date tools and resources to help their clients.

This is a designation earned by only 1% of financial professionals in the U.S., and requires ongoing professional education to maintain. Bob Dubee has been a member of this group since 2008.

Fee-Only Planning
National Association of Personal Financial Advisors (NAPFA)
Certified Public Accountant

All NAPFA members must sign and practice by a Fiduciary Oath, which means the advisor shall exercise his best efforts to act in good faith and in the best interests of the client. The advisor must be proactive in disclosing any conflicts of interest that may impact a client. Also, the advisor may not accept any referral fees or compensation contingent upon the purchase or sale of a financial product. NAPFA members earn their compensation as an hourly fee and or as a percentage of assets under management.

Bob Dubee is also a member of the National Association of Personal Financial Advisors (NAPFA), and has been since 2006.

Since 1983, consumers across the country have looked to the National Association of Personal Financial Advisors for access to financial professionals who meet the highest membership standards possible for professional competency, comprehensive financial planning, and fee-only compensation. NAPFA members provide independent financial advice that’s not clouded by compensation based on the purchase or sale of a financial product.

NAPFA believes that many of the problems that beset Americans today in their financial affairs – including the mismanagement of debt, failure to protect retirement assets and poor allocation of savings and investments – relate directly to the conflicts of interest that pervade the marketplace.
There are only approximately 1,000 NAPFA-Registered Financial Advisors in the U.S., and as one of this elite group, Bob Dubee offers expert advice backed up by years of experience and special training.

Resources

The team at Quest Financial Services, Inc., consists of:

Robert L. Dubee, CFP®, CPA/PFS, MBA, MS Tax
Christine Kelly Kim, Enrolled Agent (EA), Financial and Tax Specialist
Anne Ford, Office and Communications Manager
Louise E. Rothery, Marketing and Business Development Manager

Links

FPA Member Profile for Bob Dubee - Financial Planning Association member profile detailing background, practice areas and special expertise.

NAPFA Member Profile

Ed Slott Master Elite Advisors Member Profile - Bob Dubee is a licensed CPA and Master Elite IRA Advisor trained by Ed Slott.

AICPA/PFS Member Profile