Robin Lovely, MBA, CFP®, CDFA™, RICP®

I grew up with a single mom, and I learned early what it feels like not to have enough money. That experience shaped who I am. It made me want to be independent, work hard, and build a life where I didn't have to say, “We can’t afford that.”

I started my career in nursing and earned my bachelor’s degree while working full-time. Later, I got my MBA from Harvard, which helped me move into leadership roles in both nonprofit and for-profit healthcare. But after a while, I wanted something more personal and meaningful work where I could really make a difference and be in control. That’s what brought me to financial advising in 1998.

Since then, I’ve helped people through life changes and market ups and downs. I focus on financial planning, divorce planning (something I’ve been through myself), and helping protect your money. I care a lot about helping women learn about money and feel confident with their choices. I love blending numbers, problem-solving, and helping people.

My work is based on education, empathy, honesty, listening, and caring. I believe that no matter where you start, you can move forward and build a strong, independent future.

When I’m not working, I love being part of my community. Over the years, I’ve helped lead local Rotary Clubs and women’s business groups, bringing me great friendships and purpose. At home, my husband John and I live in Plymouth, MA, with our lively Portuguese water dog, Pepper. We have a big, blended family with five kids and eight grandkids who keep life full and fun.  We are boaters who love cruising the coast of Maine.

My main office is in Marshfield, but I travel throughout New England, NY, and Florida, and can also work with clients virtually.