PRESIDENT

Company Name
Rubin Wealth Advisors



Location
Boca Raton, FL

Bob Rubin is the president at Rubin Wealth Advisors. 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 a fee only registered investment advisory firm. It now serves over 165 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 designed to address each client’s unique needs and goals.

Successful individual’s families, and companies work with Bob to:

• Develop and implement a comprehensive wealth management plan to help them reach their financial dreams.
• Make smarter decisions in today’s uncertain political, economic, and social environment.
• Obtain an independent second opinion from a top financial advisor in our community

Bob entered the financial service business in 1985 with HL Financial Group where he obtained his securities 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 advisor at First Union National Bank and Wachovia.