Financial Advisor Boca Raton

Financial Advisor in Boca Raton, Florida

Bob Rubin is a financial advisor located in Boca. He and his team are dedicated to helping Boca Raton and other South Florida residents with their finances and investments.

Get personalized financial advice and wealth management, along with leveraging our existing network to help bring you closer to your goals.

Rubin Wealth Advisors (561) 288-1160
1200 N Federal Hwy
Suite 200
Boca Raton, Fl 33432

Bringing Wealth Management to Boca Raton

Bob Rubin has been helping the residents of Boca Raton and neighboring South Florida cities, as well as the rest of the country, with their financial planning and investment management for over 25 years.

Other areas of expertise include:

A Financial Advisor you can Trust

Bob Rubin holds a CLU and ChFC designation from The American College of Financial Planning. One must have a high level of morals and ethics, along with being held to a fiduciary standard in order to have these credentials.

As a fiduciary financial advisor, Bob Rubin is morally and legally required to provide sound advice that is not only suitable for you, but without a doubt in your best interest.

Rubin Wealth Advisors is a state-registered investment advisory, which seperates us from a broker-dealer and places us under the fiduciary standard 

Create a continuity and succession plan that works for you

Speak with a Financial Advisor from Boca Raton today.

Call or book an appointment below.

561.288.1111

Bob Rubin at various organizational events.

Helping the Needs of the South Florida Community

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.

Fast-forward to today, Michelle is the founder and Bob a contributor to Autism After 21, a 401(c)3 organization which helps those with autism transition more smoothly into independence. Michelle and Bob have been selected to serve as chairs of the 2020 annual dinner for Miracle League of Delray Beach. Michelle is heavily involved with The Junior League of Boca Raton while Bob is a trustee at Florida Atlantic University. In order to help out with the Hurricane Dorian restoration, he contributes to the Great Guana Cay Foundation. In addition, both have been heavily involved with, and contributed significantly to Equine Assisted Therapies.

Bob has been a long serving-member of the Board of Trustees for Florida Atlantic University, is the Vice Chairman of FAU’s International Center for Emergency Management Education (ICEME) and is a founding and an active member of the Advisory Counsel of Turning Point USA.

Turning Point USA Logo
Florida Atlantic University Logo
The Miracle League Logo
Junior League of Boca Raton Logo
Autism After 21 Logo
Navy Seal Foundation Logo
National Multiple Sclerosis Society Logo
Arthritis Foundation Logo

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