Bob Rubin- Founder and President
Bob Rubin, CLU, ChFC has been a trusted leader in the financial services industry for more than 30 years. He is a speaker on financial planning, investment management and wealth strategies for business owners. Specializing in the design and implementation of advanced wealth planning strategies for entrepreneurs, Bob and his team help clients navigate the ever increasing complexities of investment management and financial planning to chart stronger financial futures.
Financial strategist, connector, problem-solver and always a trusted advisor, Bob’s financial acumen and integrity have earned the respect of leaders in business, finance, government and, most importantly, his clients.
Bob Nelson- Director of Consulting
Angel Investor, Entrepreneur, Mentor and Executive with over 40 years of business experience in the software development, financial, public safety and transportation industries.
Co-Founder of The Venture Mentoring Team, Entrepreneur in Residence at FAU’s School of Business, Founding member of The New World Angels investment group, member of the Enterprise Florida SBIR/STTR Steering Committee, past member of the Florida Atlantic University Technology Transfer Advisory Team, Founding Director of Mentoring at Florida Atlantic University’s Tech Runway Accelerator, and judge for the Cade Prize for Innovation and the U.S. Department of State TECH-I International Business Plan Competition. Guest Speaker on entrepreneurship at FAU, FIU, Texas Tech and Broward College.
Chad Capraro- Client Relationship Manager
Chad Capraro is Rubin Wealth Advisors’ Client Relationship Manager where he works closely with the team to improve internal systems and operational activities to provide unparalleled client support.
Chad Capraro is a graduate at Florida Atlantic University where he earned Bachelor of Science degrees in Finance and Management Information Systems and minored in economics. Chad aspires to become a financial advisor and is on track to earn a variety of industry licenses. Shortly after graduation, Chad was honored with an invitation to join FAU’s College of Business Junior Advisory Board.
Chad has become our resident expert in Blueleaf, Adhesion, and Riskalyze; which enables him to better serve our clients.
Myrna Sanders- Director of Underwriting
Myrna Sanders has served as Rubin Wealth Advisors’ Director of Underwriting since 2009 and works closely with the firm’s clients to oversee Medical and Financial Underwriting processes. She diligently coordinates medical underwriting requirements, including scheduling exams, accessing and reviewing the client’s medical records and supervising the Underwriting Advocacy team for Rubin Wealth Advisors. Since life insurance rates are negotiated, Myrna navigates the negotiation process directly with the insurance companies and provides friendly policy owner service to existing insurance clients. Myrna prepares investment forms and applications for all of our investment clients. She also provides back-up support for all of our clients that utilize Blueleaf.
Devon Garcia- Project Resource Manager
Since 2016, Devon Garcia has been providing executive support to Bob Rubin and the firm’s leadership. An invaluable part of the Rubin Wealth Advisors team, Devon came to the firm with a quarter century of administrative experience managing business relations and special projects at a senior management level along with exemplary time management, effective goal setting and planning skills, project management, and proofreading.
Elizabeth Ferolito- MARKETING INTERN
Elizabeth is the Rubin Wealth Advisor’s Marketing intern where she works alongside Bob and the team to drive marketing strategy and execution. Elizabeth brings with her fresh ideas to promote the company both from the classroom and her prior marketing experience. She has been crucial in establishing Rubin Wealth Advisors’ social media presence, growing our e-marketing efforts and building out our overall digital footprint so that we clearly and consistently communicate with our valued audience. Originally from Long Island, New York Elizabeth is currently an undergraduate student at Florida Atlantic University where she is earning her degree in Communication Studies.
Austin Tanner- CLIENT CONCIERGE
Austin is Rubin Wealth Advisor’s Client Concierge where he works closely with the RWA team to ensure smooth and efficient day-to-day operations so that we may provide quality support to our clients. Austin is an undergraduate at Florida Atlantic University where he is earning his undergraduate degree in Finance. He was raised in Delaware before moving to Boca Raton to study at FAU. Austin became interested in Finance when his brother saw his potential and encouraged him to follow in his footsteps and become a financial advisor. Austin previously interned with Northwestern Mutual where he gained valuable insurance experience. He aspires to become a financial advisor in the future and is currently studying for various licenses.
QUALITY FOR LIFE©
The financial decisions you make today will directly impact your Quality FOR Life. When making important choices, leverage the expertise and objectivity of a trusted advisor. When navigating critical business transitions, make each decision with confidence.
Plan today for stronger tomorrow. Gain the help of an expert with the situational awareness, connections, support, objectivity and strategies to help you achieve your goals and build a financial legacy.
Unparalleled service, highly individualized strategies. The Rubin Wealth Advisors team delivers a highly individualized financial, estate and business planning by first understanding each client’s personal and financial goals and mapping a strategy that gets them there effectively and efficiently. We listen closely, develop intelligent strategies, and work diligent to build long-term relationships that help our clients achieve a higher Quality FOR Life.
Solutions, contacts and resources that deliver results. Our clients come to us for strategies and trades that move them closer goals. We rally behind them to tackle the complexities of investment management and financial planning to ensure they fully understand their options and build a solid portfolio that delivers meaningful results. We connect them with respected friends and contacts in education, health care, law and government to help them solve life’s challenges and get to where they want to go.
RUBIN WEALTH ADVISORS
OUR GREATEST MISSION IS YOUR FINANCIAL SUCCESS
At Rubin Wealth Advisors, we are committed to providing a higher level of financial, retirement, succession and estate planning to enable those we serve to succeed financially and enjoy a finer Quality For Life©.
Our values are based on maintaing the highest standards of honesty transparency, industry professionnalism, expertise, confidentiality and integrity in everything we do for our clients and with our coworkers and partners.
The RWA team values each client and their goals. We strive to establish and cultivate long-term professional, yet personable relationships with those that we serve.
We are responsive and make ourselves available at all times to our clients.
We leverage best-in-class technology to provide our clientes with state-of-the-art products, solutions and services.
We endeavor to be ethical, smart, hardworking, community-minded, charitable and conservative in our approach to life and living while being self-aware and positive in our outlook on life.
We only hire team members who maintain these same values, aspirations and an unyielding commitment to serve our clients with the highest standards within the financial industry.
LEVERAGE RUBIN WEALTH ADVISORS FOR:
- Fee Based Money Management
- Investment Planning that meets your personnel and family goals
- Business Continuation and Succession
- Financial Planning
- Transfer of Wealth to children, grandchildren and other heirs
- Tax Minimization Strategies (income, estate and capital gain taxes)
- Structuring the Acquisition and Sale of assets, property and business