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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: Your Financial Freedom Fighter
With over 35 years of experience in financial services, Bob Rubin has become a trusted advisor for individuals and business owners seeking wealth management solutions that align with their conservative principles. Deeply rooted in the values of faith, family, and freedom, Bob tailors his approach to meet the unique goals of each client while delivering the exceptional service they deserve.
 
At Rubin Wealth Advisors, Bob embodies the entrepreneurial spirit, focusing on practical and effective strategies to navigate today’s complex financial landscape. He understands the unique challenges facing business owners, from navigating regulatory red tape to building sustainable wealth in uncertain times. Bob’s mission is to empower clients with financial planning strategies that work in their favor—so they can achieve true independence.
 
Fighting for Your Financial Independence
As your “Financial Freedom Fighter,” Bob champions the financial independence of his clients. He believes in reducing unnecessary government overreach and protecting the values that have built this great nation. For Bob, freedom is a God-given right, safeguarded by the Second Amendment and cherished through hard work and dedication. His purpose begins with his wife and three sons and extends to his clients, friends, and country.
 
Bob’s commitment to his clients is matched only by his passion for giving back. A proud member of Turning Point USA, Bob serves on its National Advisory Board. He has lived in Boca Raton, Florida, for over 40 years and has a long history of civic engagement, including over a decade as a member of Florida Atlantic University’s Board of Trustees. Currently, he serves as Chairman of FAU’s Finance Corporation and mentors military veterans running startups through the FAU College of Business.
 
Beyond the Office
When Bob isn’t helping clients achieve their financial goals, you’ll find him enjoying time with his family. Bob is an original Florida Panthers season ticket holder.  He and his family thoroughly enjoyed cheering the Panthers on to winning the 2024 Stanley Cup!   He loves to attend iconic sports car races like the 12 Hours of Sebring, Rolex 24 and The 24 Hours of Le Mans, or spending time with friends at the shooting range.  Bob lives life with purpose and passion.
 
As the parent of an adult child with autism, Bob and his wife, Michelle, hold the cause close to their hearts. Michelle founded Autism After 21, an organization that helps young adults with disabilities navigate college life and vocational training. Together, the Rubin’s actively participate in fundraisers to support these vital initiatives.
 
Bob Rubin isn’t just a financial advisor—he’s a trusted partner who shares your values, fights for your freedom, and helps you create a legacy aligned with your principles.

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RUBIN WEALTH ADVISORS

Call Bob at (561) 288-1111
Email Bob at bob@rubinwa.com

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Investment advisory service offered through RWA Advisors, LLC., a Securities and Exchange Commission registered investment advisor.

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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.