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. 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, I can support business owners and families who need guidance to achieve their goals. When faced with financial obstacles, I help them make smarter, more informed decisions. I like to go beyond the “average” advisor. I want a deep understanding of your personal and financial needs and your wants and goals for the future.
My favorite story is of a client/friend who called me because they wanted to make their daughter’s trip to D.C. more memorable. I connected them with friends in the White House, so she — and her entire class — could have a tour.
I like to keep connected with the minds of tomorrow, as well. As a member of the Board of Trustees at Florida Atlantic University and a former member of the FAU Foundation Board, I provide direction and support. I’m also a member of the national board for Turning Point USA, helping to identify, empower, organize and mobilize conservative students.
When I’m not in the office, you can usually find me hanging out with my family. We 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. We take part in many fundraisers for organizations. We raised significant funds for Autism After 21, and I also work with Transitioning Owls at FAU. The group helps students with disabilities adapt to college life while receiving vocational training.
I have experience in tax minimization, wealth, charitable work, business succession and executive compensation planning. Additionally, I have 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 me on LinkedIn or email me at [email protected] See ya in the fast lane!