Bob Rubin, has counseled high net worth families and their advisors in wealth accumulation, preservation and distribution since 1985. A specialist in the design and implementation of advanced investment and insurance strategies involving estate, charitable and business succession planning, Mr. Rubin also serves as a national financial industry speaker and media spokesperson. He is currently Impact Chairman for the Association for Advanced Life Underwriting, a federal tax policy group based in Washington, D.C.
Before forming Rubin Wealth Advisors, he was Senior Vice President, Wachovia Wealth Management and also served as the Estate Planning Specialist for Calibre, Wachovia’s Family Office. Previously, he was an Estate Planning and Business Insurance Specialist with Solomon Smith Barney and a Regional Manager with Principal Financial Group.
Mr. Rubin holds the designations of Chartered Life Underwriter and Chartered Financial Consultant from the American College. He is a FINRA Registered Principal and holds FINRA Series 7 and 63 licenses. His community involvement includes Leadership Broward XII Alumni and Board positions with Florida Atlantic University Foundation and the Autism Project of Palm Beach. Mr. Rubin is active in the special needs community, raising money to help cure Autism.