Across the nation, Bob Livingston has been advising individuals and families for over 20 years on strategies to preserve and transfer their wealth. As founder of the Institute for Legacy Wealth Planning, and creator of the LifePrint™ Planning Process, Bob guides families in a collaborative process to define their legacy and transform their lives.
An educator on the topic of wealth preservation he counsels on avoiding the most common financial pitfalls. Integrating advanced wealth transfer techniques and strategic philanthropy he helps families save and redirect estate, capital gain and income taxes to causes important to them.
Bob completed his undergraduate studies at Bethany College, with post graduate studies at the University of Wisconsin, and The American College in investments, taxes, and estate planning. Bob received his Certified Financial Planner™ (CFP®) certification from the Certified Financial Planner Board of Standards, Inc.
Bob serves on the Board of Directors of the Estate Planning Council of the Lehigh Valley, and as Chair of the Planned Giving Committee at First Presbyterian Church of Allentown, PA. He is also an active member in: Planned Giving Council of Greater Philadelphia; The International Association of Advisors in Philanthropy; and Kingdom Advisors.
Bob is a retired Navy Captain; having provided 25 years of active and reserve service. He and his wife, Carol, reside in Allentown, PA. They have two grown sons.
Robert D. Livingston, CFP
Founder and CEO
1150 Glenlivet Dr, Suite A-10
Allentown, Pennsylvana 18106
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