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 Rubin likes 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, he provides direction and support. Bob is also a member of the national board for Turning Point USA, helping to identify, empower, organize and mobilize conservative students.
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!