Bob and his team are committed to providing a higher level of financial, retirement, and estate planning to enable those we serve to succeed financially and enjoy a finer quality of life. Our values are based on maintaining the highest standards of honesty, transparency and integrity in everything we do for our clients and with our co-workers and partners.
Bob Rubin, CLU, ChFC has been a trusted leader in the financial services industry for more than 30 years. He is a national speaker and media expert on estate planning, wealth transfer and wealth strategies for business owners. Angel Investor, Entrepreneur, Mentor and Executive with over 40 years of business experience in the software development, financial, public safety and transportation industries.
Bob Rubin, CLU, ChFC has been a trusted leader in the financial services industry for more than 30 years. He is a national speaker and media expert on estate planning, wealth transfer and wealth strategies for business owners. Angel Investor, Entrepreneur, Mentor and Executive with over 40 years of business experience in the software development, financial, public safety and transportation industries.
Services
Our Partners
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Bob and his team demand best-in-class solutions that improve your user experience while optimizing technical performance. We have carefully selected partners who are among the best financial technology companies in the industry. All of our client's assets are secured at Charles Schwab. Schwab is our custodian, which means that they custody, or hold all of our client's funds.
Who We Serve
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Our clients tend to be a lot like us - type-A, conservative achievers who tell it like it is, expect performance and want to get to the bottom line fast because they don't have time to waste. They work hard, have big ideas and do what it takes to make it all happen for their business.
We believe our clients deserve a team of experienced financial experts who understand the unique complexities of investing and financial planning for C-level executives and business owners.The Rubin Wealth Advisors team proudly serves conservative business owners who are looking to build wealth and their businesses.
We believe our clients deserve a team of experienced financial experts who understand the unique complexities of investing and financial planning for C-level executives and business owners.The Rubin Wealth Advisors team proudly serves conservative business owners who are looking to build wealth and their businesses.
Working for the Community
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Bob was born with a charitable gene that was awakened when he married his wife, Michelle more than thirty-five years ago. Early in their marriage, they dedicated themselves to causes they believed in by joining the Broward County Young Republicans, and becoming involved with numerous political, civic, and charitable causes.
College Education Planning
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Education costs represent one of the most significant expenses families face. The cost continues to rise, outpacing the rate of inflation, yet careful and early planning can help reduce stress, open your options and eliminate the burden of excessive student debt. Education planning will help ensure that your children or grandchildren will have the funds available to pay for higher education tuition and expenses.
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