PROFESSIONAL PROFILE

Dr. Robert Lovett, CFP® provides fee-based tax consulting and tax preparation services to private clients and clients of investment advisory firms, financial advisors, security brokers, and bank trust departments.

Dr. Lovett has earned a Doctorate in Business Administration, Accounting, and a Master of Science, Taxation, and the CERTIFIED FINANCIAL PLANNER™, CFP® certification. Dr. Lovett is a member of the Academy of Financial Services, the Academy of Finance, , and Sigma Beta Delta International Honor Society for Business, Management, and Administration.

In addition to his practice, he was a United States Delegate to the International Standards Organization developing international practice standards for financial planning. He currently serves as Program Director and Lead Instructor for the CERTIFIED FINANCIAL PLANNER™ Certification Education Programs at Florida Gulf Coast University, Fort Myers.

He is past Regional Director for Florida State University, Certificate in Financial Planning Program, and past Director of The Institute of Financial Studies at Nova Southeastern University. He has served as faculty for Florida Gulf Coast University, Barry University, Florida State University, Nova Southeastern University, Rollins College, College for Financial Planning, Florida Metropolitan University and Monmouth University, instructing business, financial, and income tax courses.

Dr. Lovett has authored articles in the field of personal finance and income taxation, and has edited and authored financial texts for publishers of financial textbooks. He also lectures on income tax law and issues of financial interest through his Learning for Life Seminar Series sponsored by universities and colleges.