Meet Bob Rubin: Your Financial Freedom Fighter

Robert Rubin

Robert Rubin

Founder & President

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 See ya in the fast lane!

No BS… Just straight forward advice

Contact Bob, the Nation’s Predominant Politically Conservative Financial Advisor Today!

Call Bob @ (561) 288-1111

Email Bob @

Or schedule a call below!

Scroll to Top

At Rubin Wealth Advisors, we understand that navigating the investment landscape can be daunting, particularly in these times when many feel uncertain about the direction our country is heading. That’s why we’ve incorporated the Nitrogen risk assessment process, a cutting-edge tool designed to align your financial portfolio with your personal risk tolerance.


Nitrogen, previously known as Riskalyze, is an innovative software program that precisely evaluates your willingness and ability to handle investment risk, quantifying it as a ‘Risk Number.’ This Risk Number, ranging from 1 to 99, reflects your comfort level with investment risk—the higher the number, the greater your tolerance. The unique aspect of Nitrogen is its reliance on Nobel Prize-winning computational methods, which ensure a high degree of accuracy far surpassing traditional, subjective risk profiling.

This process begins with a questionnaire that you complete, which feeds into Nitrogen’s sophisticated algorithm. The result is a Risk Number tailored specifically to you, offering a clear, objective view of your risk appetite.

But Nitrogen doesn’t stop there. It also assigns Risk Numbers to investment portfolios. This feature allows us to efficiently match your Risk Number with suitable investment options, ensuring that your portfolio is not only aligned with your risk tolerance but is also positioned to maximize potential returns.

In today’s volatile market, where many fear the progressive agenda is threatening the financial stability of our nation, Nitrogen provides a beacon of clarity. It’s a tool that empowers us at Rubin Wealth Advisors to safeguard your interests and investments. It allows us to conduct stress tests and scenario analyses, such as the impact of a bear market or high inflation, ensuring your portfolio remains resilient against uncertainties.

Originating in 2011 and now a market leader, Nitrogen has revolutionized the way risk is assessed in the financial sector. It is widely used by professionals across the U.S., attesting to its reliability and effectiveness.

In choosing Rubin Wealth Advisors, you’re not just selecting a financial advisor. You’re choosing a partner who understands your concerns in these challenging times and who is equipped with the best tools to secure your financial future. Discover your Risk Number with us and take the first step towards a portfolio that reflects your values and goals in this ever-changing world. Schedule an appointment today to explore how Nitrogen can work for you.