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The Team
Bob and his team of financial planners in Florida are committed to providing a higher level of financial, retirement, and estate planning. We empower clients, including individuals and business owners, to succeed financially and enjoy a finer quality of life. At Rubin Wealth Advisors, our focus on wealth management for business owners aligns with conservative values, ensuring personalized solutions for entrepreneurs navigating today’s regulatory challenges. Our core values reflect the fiduciary standard, maintaining the highest level of honesty, transparency, and integrity in everything we do for our clients, co-workers, vendors, and partners. As a trusted financial advisor in Florida, we always put our clients’ interests first. Period.
Call Bob – (561) 288-1111
Email Bob at Bob@RubinWA.com
Or schedule a call!
Robert Rubin, Founder and President
Bob Rubin brings over 35 years of experience in the financial services industry, offering his expertise as a financial advisor Florida residents can rely on. With deep roots in the conservative movement, he provides exceptional service to clients whose goals align with those principles. Bob’s solutions are tailored for individuals and business owners seeking wealth management that reflects their values and goals.
Bob Rubin embodies the entrepreneurial spirit, focusing on delivering practical solutions for clients. He knows that today’s financial environment is increasingly complex, especially for business owners facing regulatory hurdles. At Rubin Wealth Advisors, we focus on the advantages of financial planning to help our clients build sustainable strategies that work in their favor.
Bob stands out for his unwavering commitment to his clients. As your “Financial Freedom Fighter,” he fights for the financial independence of his clients and believes in reducing unnecessary government regulations. Bob cherishes faith, family, and freedom — values that also shape his professional mission.
Bob is your Financial Freedom Fighter
He loves G-d, guns, family, and country. He understands freedom is one of the natural rights bestowed on us by G-d. He knows the Second Amendment protects the First. He knows that his reason for being begins with his wife and their three sons and extends to his friends, clients and country.
Evan
McLeod, CFA, AIF
Evan McLeod is the lead financial planner at Rubin Wealth Advisors. He delivers personalized reports that clarify clients’ financial status and the advantages of financial planning. Evan’s professional background includes work as a financial planner and investment analyst at Krause Capital, Inc., along with five years in retail banking at AmTrust Bank. He is a graduate of Florida Atlantic University with a BA in Business Management and holds the AIF designation. He has also passed all three levels of the CFA curriculum.
Hunter
Koziara
Hunter Koziara, our Director of Marketing, focuses on expanding Rubin Wealth Advisors’ reach. Her background in digital marketing, SEO, and data analysis reflects her commitment to promoting financial planners in Florida and wealth management for business owners. With experience from Nike’s headquarters in Paris, Hunter brings international insight to our marketing efforts. She holds a degree in Business Marketing from FAU and is pursuing a law degree at Florida International University.
Maricel
De Antoni
Maricel brings diverse professional experience to the Rubin Wealth Advisors team. Her work in project management and administration, along with fluency in Spanish and English, adds to the firm’s dynamic support system. Maricel is dedicated to upholding the highest standards in financial services, reflecting the advantages of financial planning that we strive to offer all our clients.
Carolina
Gonzalez
Carolina Gonzalez serves as our Director of Operations. With over two decades of experience in financial services, she specializes in managing back-office operations and ensuring smooth day-to-day functionality. Her experience ranges from operations analysis to loan servicing, providing comprehensive support to both clients and financial advisors in Florida. Carolina is committed to the principles of excellence and integrity that underpin wealth management for business owners and individuals alike.
We Put Your Interest Ahead of Ours. Period.