Robert L. Dubee, CPA/PFS, CFP, MST
Principal
“As a CPA and Certified Financial Planner, my focus is to build a trust with each client through objectivity, integrity and knowledge. My clients know that I will be available and accessible whenever they need answers.”
– Bob Dubee
For over 25 years, Robert L. Dubee has worked as a Certified Public Accountant and Financial Manager providing comprehensive financial services to individuals, families, businesses and trusts. His commitment to helping clients achieve personal financial goals is evident by the time he takes to learn about the needs, priorities, risk tolerances and lifestyles of each and every client. In doing so, he is able to offer his clients customized financial plans and implementation strategies that work best because the plans are designed uniquely for them.
Bob has in-depth knowledge and experience in financial planning, investments, asset management, tax strategies, retirement plans and estate planning. His 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 to employee benefits to college savings plans, and more. Bob is an active professional in the financial services industry, serving on several financial committees, and continues to expand his knowledge and expertise in his field through further education.
After receiving his CPA in 1975, Bob held financial positions at Hewlett-Packard and DEC before setting up his own successful practice in Lynnfield in 1992. While providing his clients with accounting, tax and consulting services, many asked him for assistance with financial planning, investment management and retirement planning. In 1996, 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 building trust through a commitment to each client’s goals.
Bob lives in Lynnfield and is the proud father of two grown daughters. He is an avid skier and sailor and enjoys sailing the coast of New England.
EDUCATION University of Massachusetts: BSBA - Finance
University of Massachusetts: MBA
Bentley College: MS - Taxation
PROFESSIONAL
ACCREDIATIONS Certified Public Accountant (CPA)
Certified Financial Planner (CFP)
Personal Financial Specialist (PFS)
PROFESSIONAL
AFFILIATIONS American Institute of CPAs
AICPA Personal Financial Planning Division
Massachusetts Society of CPAs
Financial Planning Association
Boston Estate Planning Council
