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Meet Bob Rubin: Your Financial Freedom Fighter

Bob Rubin

Robert Rubin

Founder & President

bob@rubinwa.com
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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. Specializing in the design and implementation of advanced wealth planning strategies for families, executives and entrepreneurs, Bob and his team help clients navigate the complexities of investment management and financial planning to chart stronger financial futures.

 

Financial strategist, connector, problem-solver and always a trusted advisor, Bob’s financial acumen and integrity have earned the respect of leaders in business, finance, government and, most importantly, his clients.

 

“I’m a problem-solver at heart, always excited to face the next challenge. Finances are complicated — more so for business owners. Not only do business owners worry about their personal wealth and welfare, but also that of their staff,” Bob said. “I help navigate the ever-increasing complexities of investment management and financial planning.”

 

Rubin Wealth Advisors was born after 25 years of working with major financial firms. Now, Bob supports business owners and families who need guidance to achieve their goals. When faced with financial obstacles, Bob and his team helps them make smarter, more informed decisions. The Rubin Wealth Advisors team likes to go beyond the “average” set of advisors. RWA advisors want a deep understanding of your personal and financial needs and your wants and goals for the future.

 

Bob’s favorite story is of a client/friend who called me because they wanted to make their daughter’s trip to D.C. more memorable. He connected them with friends in the White House, so she — and her entire class — could have a tour.

 

Bob is one of the original members of Turning Point USA and is honored to serve on its National Advisory Board. He is a forty-year resident of Boca Raton, Florida and served for over ten years as a member of the Florida Atlantic University Board of Trustees, currently serves as Chairman of the Board of the FAU’s Finance Corporation and is the former Vice Chairman of FAU’s International Center for Emergency Management Education. Bob also mentors military veterans who are now FAU College of Business students who are running their own start-ups.

 

When Bob is not in the office, you can usually find him hanging out with my family. They love going to Panthers hockey games, track days at Palm Beach International Raceway, sports car events like the 12 hours of Sebring and 24 hours of Le Mans and spending time with friends at the shooting range. As the family of a child with autism, we hold the cause very close to our hearts. The Rubins take part in many fundraisers for organizations. Together, they have raised significant funds for Autism After 21, and Bob continues to work with Transitioning Owls at FAU. The group helps students with disabilities adapt to college life while receiving vocational training.

 

Bob Rubin has experience in tax minimization, wealth, charitable work, business succession and executive compensation planning. Additionally, Bob has experience in structuring the acquisition and sale of assets, property, and businesses.

 

If you want to chat about the financial future of your family, your business or last night’s hockey game, connect with Bob on LinkedIn or email him at Bob@rubinwa.com. See ya in the fast lane!

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Matching Your Risk and Return: A Personalized Approach for Maximizing Your Financial Success
At Rubin Wealth Advisors, we believe that understanding your risk tolerance is the key to maximizing your financial potential. Traditional methods of categorizing risk with vague labels like conservative, moderate, or aggressive often lead to confusion. These terms can mean entirely different things to different people, which creates misalignment between your expectations and your investment strategy. That’s where problems can arise—and where opportunities can be missed.
 
We take a different approach. By using a precise, quantitative system to determine your Risk Number, we help you make informed decisions that directly benefit you. Your Risk Number is more than just a score; it’s a powerful tool that helps guide your financial strategy. If your Risk Number is 64, for example, both you and our team will know exactly what level of risk that involves and how it relates to potential returns. The guesswork is gone, replaced by clarity and confidence.
 
Here’s where it really benefits you: Understanding your Risk Number not only ensures that your portfolio is aligned with your comfort zone, but it also increases your chances of achieving a higher risk-adjusted rate of return over time. By matching your investments to your specific risk profile, you’re better positioned to optimize returns without taking on unnecessary risk—especially over a 3-5 year period, where market fluctuations can test even the most seasoned investor.
 
The process is simple and designed to serve your best interests. In just a few minutes, we’ll walk through a short conversation to determine your Risk Number. From there, we’ll craft an investment portfolio tailored specifically to you, ensuring that the level of risk is appropriate for your goals. This isn’t about avoiding risk entirely; it’s about taking on the right amount of risk so you can achieve the returns you need while remaining confident in your strategy.
 
By aligning your portfolio with your Risk Number, you gain the peace of mind to handle market volatility. You’ll know exactly how much downside risk is possible and what kind of upside you can expect. For example, a portfolio with a Risk Number of 64 might have a potential downside of -10% over six months but offers a possible 15% gain. This range helps you stay calm during downturns because you’ve already accounted for them, and it positions you to benefit when the market performs well.
 
We also stress-test your portfolio in various market conditions—such as economic downturns or inflation spikes—to ensure you’re always prepared. This proactive approach ensures your investments stay aligned with your risk tolerance, giving you the best chance for success regardless of what happens in the markets.
 
How does this benefit you? Managing risk properly allows you to maximize returns without exposing yourself to more risk than necessary. Over time, this careful balance increases the likelihood that you’ll achieve your financial goals—whether that’s building wealth, preparing for retirement, or preserving your assets.
 
At Rubin Wealth Advisors, a Boca Raton financial advisor, we’re committed to helping you achieve higher risk-adjusted returns. As a licensed fiduciary, we specialize in guiding clients through personalized wealth management strategies, ensuring your investments align with your long-term goals. Let’s work together to discover your Risk Number and build a strategy that sets you up for success over the next 3-5 years and beyond. Contact us today to get started.