Bob Rubin is the president at Rubin Wealth Advisors. For 30 years Bob concentrated on advanced estate planning and insurance side of the financial services. About 3 years ago Bob decided to concentrate solely on financial planning and wealth management. He finds it a refreshing change and is enjoying the new business. He provides holistic wealth management solutions to clients nationwide. Together with his partners, he helps affluent clients address their five biggest concerns: growing and preserving their wealth, mitigating taxes, taking care of their heirs, ensuring their assets are not unjustly taken and charitable giving.
Rubin Wealth Advisors founded in 1998 is now a fee only registered investment advisory firm. It now serves over 150 clients. The firm uses a consultative approach to gain a detailed understanding of the client’s deepest values and goals. The firm then employs customized recommendations and leading edge technology designed to address each client’s unique needs and goals. Bob is so dedicated to the change in his business that he has turned in his Series 7, 63 and 4 securities licenses.
Bob entered the financial service business in 1985 with HL Financial Group where he obtained his securities Series 7, 63, and 24 and insurance licenses. In addition, he earned from The American College a Charted Financial Consultant and Chartered Life Underwriting designation. Bob spent ten years as a strategic wealth insurance advisor at First Union National Bank and Wachovia Bank.