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San Diego
Thursday, Mar 28, 2024
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Executive Profile

Robert E. Lofgren is a partner at Lavine, Lofgren, Morris & Engelberg LLP.

The CPA firm works closely with many notable San Diego businesses, private investors and executives to achieve their goals and improve their business effectiveness and profitability in an ever-changing environment. Tax and audit/review services are offered for most industries within the community with resources to assist those with multi-state or international matters.

“With my fellow partners and talented managers and staff, we are committed to providing exceptional, timely and innovative services in a personal, proactive manner,” Lofgren said. “Our clients drive our success and they are in the forefront of our daily efforts.”

BUSINESS PHILOSOPHY

Essential business philosophy: Exceed expectations.

Best way to keep a competitive edge: Listen intently and continue to learn.

Guiding principles: Treat all people with respect and a positive attitude.

Yardsticks of success: The confidence clients show in your advice.

Goals yet to be achieved: To develop a continuity plan for the firm and its people.

JUDGMENT CALLS

Best business decision: Leaving a large international CPA firm to found our firm with my partners.

Worst business decision: Not recognizing early in my career how much I enjoyed working with closely-held businesses and their owners.

Toughest business decision: Putting family first.

Biggest missed opportunity: Playing professional baseball.

Word that describes you: Conscientious.

TRUE CONFESSIONS

What you like best about your job: Dealing with people and solving problems.

What you like least about your job: Dealing with the Internal Revenue Service bureaucracy.

Pet peeve: People making assumptions instead of asking and confirming.

Most important lesson learned: Even a small pebble can make noticeable waves in a big pond.

Person most interested in meeting: John Wooden.

Three greatest passions: Family, religion and sports.

First choice for a new career: Medicine.

PREDILECTIONS

Favorite quote: “You never really understand a person until you consider things from his point of view … until you climb inside of his skin and walk around in it.” — From Harper Lee’s “To Kill a Mockingbird.”

Most influential book: The Bible.

Favorite status symbol: The ability to have choices.

Favorite restaurant: Filippi’s Pizza Grotto.

Favorite place for business meetings: Petco Park.

Favorite vacation spot: Yosemite National Park.

Favorite way to spend time: Barbecuing with my family by the pool.

What’s on your iPod: “The best of …” from an eclectic group of artists.

What do you drive: BMW 535i.

Do you use a GPS: Yes.

Do you use a PDA: Yes.

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