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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
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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

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

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
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

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.

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RUBIN WEALTH ADVISORS

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Matching Your Risk and Return: A Personalized Approach for Maximizing Your Financial Success
At Rubin Wealth Advisors, we believe that understanding your risk tolerance is the key to maximizing your financial potential. Traditional methods of categorizing risk with vague labels like conservative, moderate, or aggressive often lead to confusion. These terms can mean entirely different things to different people, which creates misalignment between your expectations and your investment strategy. That’s where problems can arise—and where opportunities can be missed.
 
We take a different approach. By using a precise, quantitative system to determine your Risk Number, we help you make informed decisions that directly benefit you. Your Risk Number is more than just a score; it’s a powerful tool that helps guide your financial strategy. If your Risk Number is 64, for example, both you and our team will know exactly what level of risk that involves and how it relates to potential returns. The guesswork is gone, replaced by clarity and confidence.
 
Here’s where it really benefits you: Understanding your Risk Number not only ensures that your portfolio is aligned with your comfort zone, but it also increases your chances of achieving a higher risk-adjusted rate of return over time. By matching your investments to your specific risk profile, you’re better positioned to optimize returns without taking on unnecessary risk—especially over a 3-5 year period, where market fluctuations can test even the most seasoned investor.
 
The process is simple and designed to serve your best interests. In just a few minutes, we’ll walk through a short conversation to determine your Risk Number. From there, we’ll craft an investment portfolio tailored specifically to you, ensuring that the level of risk is appropriate for your goals. This isn’t about avoiding risk entirely; it’s about taking on the right amount of risk so you can achieve the returns you need while remaining confident in your strategy.
 
By aligning your portfolio with your Risk Number, you gain the peace of mind to handle market volatility. You’ll know exactly how much downside risk is possible and what kind of upside you can expect. For example, a portfolio with a Risk Number of 64 might have a potential downside of -10% over six months but offers a possible 15% gain. This range helps you stay calm during downturns because you’ve already accounted for them, and it positions you to benefit when the market performs well.
 
We also stress-test your portfolio in various market conditions—such as economic downturns or inflation spikes—to ensure you’re always prepared. This proactive approach ensures your investments stay aligned with your risk tolerance, giving you the best chance for success regardless of what happens in the markets.
 
How does this benefit you? Managing risk properly allows you to maximize returns without exposing yourself to more risk than necessary. Over time, this careful balance increases the likelihood that you’ll achieve your financial goals—whether that’s building wealth, preparing for retirement, or preserving your assets.
 
At Rubin Wealth Advisors, a Boca Raton financial advisor, we’re committed to helping you achieve higher risk-adjusted returns. As a licensed fiduciary, we specialize in guiding clients through personalized wealth management strategies, ensuring your investments align with your long-term goals. Let’s work together to discover your Risk Number and build a strategy that sets you up for success over the next 3-5 years and beyond. Contact us today to get started.