Bob and his team 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 maintaining the highest standards of honesty, transparency and integrity in everything we do for our clients and with our co-workers and partners.
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. Angel Investor, Entrepreneur, Mentor and Executive with over 40 years of business experience in the software development, financial, public safety and transportation industries.
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. Angel Investor, Entrepreneur, Mentor and Executive with over 40 years of business experience in the software development, financial, public safety and transportation industries.
Services
Bob and his team demand best-in-class solutions that improve your user experience while optimizing technical performance. We have carefully selected partners who are among the best financial technology companies in the industry. All of our client's assets are secured at Charles Schwab. Schwab is our custodian, which means that they custody, or hold all of our client's funds.
Our clients tend to be a lot like us - type-A, conservative achievers who tell it like it is, expect performance and want to get to the bottom line fast because they don't have time to waste. They work hard, have big ideas and do what it takes to make it all happen for their business.
We believe our clients deserve a team of experienced financial experts who understand the unique complexities of investing and financial planning for C-level executives and business owners.The Rubin Wealth Advisors team proudly serves conservative business owners who are looking to build wealth and their businesses.
We believe our clients deserve a team of experienced financial experts who understand the unique complexities of investing and financial planning for C-level executives and business owners.The Rubin Wealth Advisors team proudly serves conservative business owners who are looking to build wealth and their businesses.
Bob was born with a charitable gene that was awakened when he married his wife, Michelle more than thirty-five years ago. Early in their marriage, they dedicated themselves to causes they believed in by joining the Broward County Young Republicans, and becoming involved with numerous political, civic, and charitable causes.
Education costs represent one of the most significant expenses families face. The cost continues to rise, outpacing the rate of inflation, yet careful and early planning can help reduce stress, open your options and eliminate the burden of excessive student debt. Education planning will help ensure that your children or grandchildren will have the funds available to pay for higher education tuition and expenses.
Reviews (9)
Stuart Seidel
Jan 08, 2022
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Rubin Wealth Advisors has been managing my companies 401K plan for five years. As the business owner, I rely on Bob and the RWA team to create high-quality 401K plans for my employees. I value the fact that Bob operates the 401K business through the optics of his wealth management practice, which focuses on maximizing owner return without sacrificing any benefits for my employees.
Here at ALL-TAG, our 401K plan is used as a compensation instrument to recruit, retain, and reward our staff. That said, Bob’s ability to explain and simplify our 401K plan to the employees has directly impacted increased
Here at ALL-TAG, our 401K plan is used as a compensation instrument to recruit, retain, and reward our staff. That said, Bob’s ability to explain and simplify our 401K plan to the employees has directly impacted increased
Nick Aleksa
Dec 18, 2021
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Fernanda Pereira
Nov 02, 2021
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J. Braga
Oct 23, 2021
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Positive: Quality
I have been working with Rubin Wealth Advisors now going on 4 years. Started out as an employer provided service and I have since moved all my retirement plans to the firm. The performance has been beyond my expectations and truly feel comfortable with the path I am on now. Would recommend them without reservations.
I have been working with Rubin Wealth Advisors now going on 4 years. Started out as an employer provided service and I have since moved all my retirement plans to the firm. The performance has been beyond my expectations and truly feel comfortable with the path I am on now. Would recommend them without reservations.
Nick Palmisano
Oct 11, 2021
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Andrew Rubin
Sep 13, 2020
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Tammy Hernandez Tammyhtherealtor
Aug 26, 2020
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Dawn Rahicki
Jun 26, 2019
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Bob Rubin and the Rubin Wealth Advisors team were recommended to me by a fellow entrepreneur (they manage his company's 401(k) plan) and I couldn't be happier with their level of service and attention to detail. Bob is extremely knowledge and thoroughly explains my options so I can make an informed decision with confidence. If you're looking for a quality firm with the highest integrity, I recommend Bob and Rubin Wealth Advisors without hesitation.
Nina Segura
Dec 28, 2018
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If you have zero time but want a one-stop shop for all things financial, I highly recommend Rubin Wealth Advisors. As a super busy business owner, I really didn't want to take the time to switch financial advisors but the value that I received within the first call with Bob far exceed any value I received prior to him.
Not only did Bob align my husband and me on our risk tolerance, he also provided us with a strong long-term financial plan. We also get weekly emails on the progress of our portfolio. He treated us like family by going over and beyond by working with our estate attorney.
Finally
Not only did Bob align my husband and me on our risk tolerance, he also provided us with a strong long-term financial plan. We also get weekly emails on the progress of our portfolio. He treated us like family by going over and beyond by working with our estate attorney.
Finally
