Robert D. Buxbaum, CLU, ChFC

Robert D. Buxbaum, CLU, ChFC, is a principal of Bay Financial Associates, LLC, heading the Planned Estate Services division, which specializes in insurance and fringe benefit planning for closely-held businesses. Specifically, that specialty includes business-owner estate planning, business continuity planning, group insurance, selective executive benefit planning, and charitable estate planning.

Bob began his profession in 1974, and formed the Planned Estate Services Company in 1978. He achieved his CLU designation in 1979 and ChFC in 1984. Additionally, he is a Licensed Insurance Advisor and an Accredited Estate Planner. He has twice served as a Director of the Boston Estate Planning Council and has served on the national Board of Directors of The Society of Financial Service Professionals, and is a past President of the Boston Chapter of that organization.

Additionally, he has served as President of several civic and other non-profit organizations. Bob is currently a Trustee of the Ellis Memorial and Eldridge House in Boston.

He has spoken both nationally and locally to other professionals in the estate planning area, including the Boston Estate Planning Council, the Syracuse Life Underwriters Association and the Life Underwriters Training Council. Bob has been published in the Boston Business Journal, Life & Health Advisor, and National Underwriter. He was recently cited by LIFE in Newsweek for outstanding service to one of his business clients.

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