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The Team
Bob and his team of politically conservative financial advisors are committed to providing a higher level of financial, retirement, and estate planning to enable those we serve to succeed financially and enjoy a finer quality of life. Our values are based on the fiduciary standard that maintains the highest level of honesty, transparency and integrity in everything we do for our clients and with our co-workers, vendors, and partners. We put our client’s interest first. Period.
Call Bob – (561) 288-1111
Email Bob at Bob@RubinWA.com
Or schedule a call!
Robert Rubin, Founder and President
Bob Rubin is a trusted leader in the financial services industry with over 35 years of experience helping clients just like you. His years of experience, deep connection within the conservative movement, and unwavering commitment to his clients makes him the ideal financial advisor for politically conservative clients. He has a passion for providing exceptional service and offering tailored solutions that align with his clients’ needs, goals, and values.
Bob Rubin is a proud American conservative who loves this country and the opportunities it provides. With an entrepreneurial spirit guiding him, Bob is a problem solver at heart.
Bob is the president and founder of Rubin Wealth Advisors. Like most financial advisors, Bob spends his days and nights thinking about his clients and their financial well-being.
But that’s not what makes Bob stand out from the crowd. Bob knows there are more challenges for individuals and business owners than ever before, especially with all the unnecessary and unwanted Big Government regulations and taxes.
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 help clients better understand their financial situations and the effects of investment strategy, spending, and other financial decisions. Evan previously worked as a financial planner and investment analyst at Krause Capital, Inc. He also has five years of experience in retail banking with AmTrust Bank. Evan is a graduate of Florida Atlantic University with a BA in Business Management. He holds the Accredited Investment Fiduciary (AIF) designation, and he has passed all three levels of the Chartered Financial Analyst (CFA)| Curriculum.
Hunter
Koziara
Hunter Koziara is the director of marketing at Rubin Wealth Advisors. She works to increase RWA’s digital reach through social media, email marketing, SEO, and data analysis. Before working at RWA, she worked as the lead junior consultant for Nike at their headquarters in Paris during her time studying abroad. She is a recent graduate from Florida Atlantic University with a bachelor’s degree in Business Marketing. She starred on the FAU women’s soccer team. Hunter is currently working towards a law degree at Florida International University.
Maricel
De Antoni
Maricel is a seasoned professional with a diverse background in project management, administrative support, and healthcare. Fluent in Spanish and English, with intermediate proficiency in Italian, Maricel is a graduate of Escuela Argentina de Negocios.
Her professional journey began as an Executive Assistant at SAS Argentina, providing invaluable support to the LATAM Area General Manager. She was also a Project Specialist at Parexel Argentina, demonstrating expertise in day-to-day data analysis, project documentation, and cross-functional collaboration. With comprehensive career at IBM, from Project Administrative to Security Compliance Officer, Maricel excelled in tasks such as project budget management, database organization, and report drafting.
Carolina
Gonzalez
Carolina Gonzalez is the Director of Operations at Rubin Wealth Advisors. She brings over two decades of profound expertise in the financial services industry, specializing in back-office functions and overseeing the day-to-day operations of our business.
Carolina’s extensive experience includes roles such as operations analyst, client service associate, loan forgiveness specialist, personal banker II, and customer sales & service. Her diverse background showcases her deep knowledge of finance and her ability to handle multifaceted responsibilities Guided by principles of excellence and integrity, Carolina is dedicated to delivering top-tier service and upholding the highest standards in the financial industry.
We Put Your Interest Ahead of Ours. Period.