Biography

Robert L. Dubee, CFP®, CPA/PFS, MBA, MS Tax

As founder and president of Quest Financial Services, Inc., Bob Dubee has a real depth of knowledge and experience in financial planning, investments, asset management, tax strategies, retirement plans and estate planning. He also has a passion for his work, which is shown in his excellent financial advice, his client service, and his dedication to his business.

Bob’s extensive list of professional designations means his clients receive comprehensive advice for all aspects of their financial lives – from tax minimizing strategies to realistic business solutions, employee benefits, college savings plans, and more. He 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, and is a designation earned by only 1% of financial professionals in the U.S.

Bob is also a member of the National Association of Personal Financial Advisors (NAPFA), the nation’s leading organization dedicated to the advancement of fee-only comprehensive financial planning.

Bob received both a B.S. in Financial Management and an MBA from the University of Massachusetts, and an M.S. in Taxation from Bentley University. He went on to receive his CPA in 1975, and held financial positions at Hewlett-Packard and Digital Equipment Corp. before setting up his own successful practice in Lynnfield in 1992. In 1996, after achieving his designation as a Certified Financial Planner™, a process which involves a six-part college curriculum followed by a rigorous two-day, certification examination, Bob and his partner founded Quest Financial Services, Inc., a wealth management firm servicing individuals, families, businesses and trusts.

Today, Bob continues to help his clients grow and manage their personal and business wealth the way he always has – by developing a real knowledge of his client’s goals, and building trust through a commitment to these goals.

Education:
BS Financial Management, MBA, University of Massachusetts
MS, Taxation, Bentley University

Professional Accreditations:
Certified Public Accountant (CPA)
Certified Financial Planner™ (CFP®)
Personal Financial Specialist (PFS)

Professional Memberships:
American Institute of CPAs
AICPA Personal Financial Planning Division
Massachusetts Society of CPAs
Financial Planning Association
National Association of Personal Financial Advisors (NAPFA)