CFP Board Biographies

Robert J. Glovsky, J.D., LLM, CFP®, CLU, ChFC

Bob Glovsky is president of Mintz Levin Financial Advisors, LLC, which provides wealth management and investment advisory services to individuals and families. A practicing financial planner with more than 25 years of experience, he has been a CFP® certificant since 1992. He previously chaired CFP Board’s Board of Examiners and Education Task Force and is currently Director Emeritus of Boston University’s Program for Financial Planners. He is a well-known lecturer, teacher and speaker on financial planning topics who also helped develop a financial planning software product.

Glovsky, who hosted his own show on Business Radio, has been featured in Barron’s magazine “Top 100 Independent Financial Advisors”, Mutual Fund magazine’s “Nation’s Top 100 Financial Planners” and Worth magazine’s “Best Financial Advisors in the Country.” In the February 2006 issue of Consumer Reports, Bob was the expert reviewing and evaluating 11 different retirement planning options. He has appeared on CNBC and New England television channels and 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. The New York Times, the Wall Street Journal, Barron’s, Business Week, the Washington Post, the Boston Globe and the Boston Herald regularly quote him. In addition, he has twice appeared on the cover of Financial Planning magazine. He is a member of the Fidelity Institutional Wealth Services Advisor Council, and a former member of The Fidelity Research Institute's Advisory Council. Some of his other past community service includes serving as President of the Dartmouth College Alumni Association of Eastern Massachusetts and Trustee of the Darrow School. He was graduated from Dartmouth College and earned his J.D. and a master’s in taxation from Boston University School of Law.

Chief Executive Officer

Kevin R. Keller is Chief Executive Officer of Certified Financial Planner Board of Standards, Inc. (CFP Board), the certifying and standards setting organization for personal financial planning. CFP Board has awarded CERTIFIED FINANCIAL PLANNER™ certification to more than 60,000 individuals in the U.S. who have completed CFP Board’s initial and ongoing certification requirements.

Since joining CFP Board in May of 2007, Mr. Keller has

• Directed the organization’s move in 2007 from Denver to Washington, DC, and hired its 55-member staff
• Established CFP Board as a strong advocate for consumer and investor protection by implementing a fiduciary level of accountability on those individuals who use the CFP® mark in the delivery of financial planning services and working extensively with individuals, as well as firms that employ those individuals, to ensure compliance with those standards – the highest in financial planning
• Built a public policy infrastructure to ensure policy makers understand and appreciate the benefits to the public of a credentialing model built on examination, education, experience and ethics predicated on the fiduciary duty of care – the baseline standards established by CFP Board
• Led the reengineering and implementation of the organization’s disciplinary and enforcement process to increase transparency and accountability by including “public” non-certificant volunteers on hearing panels, with the objective of assuring safeguards for the public and a fair process for certificants

Mr. Keller joined CFP Board in May 2007 after serving 16 years with the Association for Financial Professionals (AFP), a membership organization for the finance profession that provides products, education and training for treasury and corporate finance. At AFP, he held the position of senior vice president and chief operating officer for the prior seven years and had management responsibility for programs and services for the 16,000-member organization. He led the organization's strategic planning process and enhanced and grew the Certified Treasury Professional credential.

Mr. Keller has held senior staff positions at several associations and earned the Certified Association Executive (CAE) credential in 2000. He holds a B.S. in agriculture and an M.S., both from Ohio State University.