YOUR RWA TEAM
Bob Rubin, CLU, ChFC, - 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 national speaker and media expert on estate planning, wealth transfer and wealth strategies for business owners. Specializing in the design and implementation of advanced wealth planning strategies for families, executives and entrepreneurs, Bob and his team help clients navigate the 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.

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I’m a problem-solver at heart, always excited to face the next challenge. Finances are complicated — more so for business owners. Not only do business owners worry about their personal wealth and welfare, but also that of their staff. I help navigate the ever-increasing complexities of investment management and financial planning.

Rubin Wealth Advisors was born after 25 years of working with major financial firms. Now, I can support business owners and families who need guidance to achieve their goals. When faced with financial obstacles, I help them make smarter, more informed decisions. I like to go beyond the “average” advisor. I want a deep understanding of your personal and financial needs and your wants and goals for the future.

My favorite story is of a client/friend who called me because they wanted to make their daughter’s trip to D.C. more memorable. I connected them with friends in the White House, so she — and her entire class — could have a tour.

I like to keep connected with the minds of tomorrow, as well. As a member of the Board of Trustees at Florida Atlantic University and a former member of the FAU Foundation Board, I provide direction and support. I’m also a member of the national board for Turning Point USA, helping to identify, empower, organize and mobilize conservative students.

When I’m not in the office, you can usually find me hanging out with my family. We love going to Panthers hockey games, track days at Palm Beach International Raceway, sports car events like the 12 hours of Sebring and 24 hours of Le Mans and spending time with friends at the shooting range. As the family of a child with autism, we hold the cause very close to our hearts. We take part in many fundraisers for organizations. We raised significant funds for Autism After 21, and I also work with Transitioning Owls at FAU. The group helps students with disabilities adapt to college life while receiving vocational training.

I have experience in tax minimization, wealth, charitable work, business succession and executive compensation planning. Additionally, I have experience in structuring the acquisition and sale of assets, property, and businesses.

If you want to chat about the financial future of your family, your business or last night’s hockey game, connect with me on LinkedIn or email me at Bob@rubinwa.com. See ya in the fast lane!

 

 

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Bob Rubin, CLU, ChFC,
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

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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.

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Bob Nelson
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 recent graduate at Florida Atlantic University where he earned Bachelor of Science degrees in Finance and Management Information Systems and minored in economics. Currently, Chad is pursuing his Professional MBA at Florida Atlantic University and plans on improving his analytical and problem-solving skills to become a more effective leader. 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.

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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. Currently, Chad is pursuing his Professional MBA at Florida Atlantic University and plans on improving his analytical and problem-solving skills to become a more effective leader. 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.

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Chad Capraro
Michele Knowlton - Client Relationship Manager

I bring more than 30 years of experience to the RWA Team.  For almost 20 years I worked with portfolio accounting for large mutual funds and institutional accounts.  Shifting paths a little, I started working with smaller wealth management firms almost 15 years ago.  Much of that experience has focused on  investment data to include analysis and reporting of that data for wealth management providers.   For a brief time I even leveraged my data skills with to work with a music sharing app – a far cry from the world of finance!  Throughout my career, I have been very involved with financial services software development projects ranging from large scale accounting systems to financial systems designed to meet the reporting needs of individual clients

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I bring more than 30 years of experience to the RWA Team.  For almost 20 years I worked with portfolio accounting for large mutual funds and institutional accounts.  Shifting paths a little, I started working with smaller wealth management firms almost 15 years ago.  Much of that experience has focused on  investment data to include analysis and reporting of that data for wealth management providers.   For a brief time I even leveraged my data skills with to work with a music sharing app – a far cry from the world of finance!  Throughout my career, I have been very involved with financial services software development projects ranging from large scale accounting systems to financial systems designed to meet the reporting needs of individual clients.

My husband and I relocated to sunny Florida from the Northeast in 2004.  We spend our time enjoying the warm weather, our cocker spaniel named Charlie,  and cooking good food.

Today, I use my in-depth knowledge of investment data analysis and portfolio accounting to help the RWA team.  Beyond assisting clients with paperwork and account services, I work closely with Chad to find better, more efficient, and more personal ways to help our clients with their financial goals.

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Michael J. McReynolds, CLU, ChFC- Advisor

Helping my friends and clients find the best solution for their financial situations really brings me joy.  I use my knowledge, resources, wisdom, and integrity to make it happen.

I began my career path when I was twenty and I started a property and casualty agency. By 1996 I would launch a virtual life insurance company in Illinois. Not wanting to slow down I soon would become supervisor of the entire southeast territory for a large financial services firm. Eventually I would move on to working with Crump, one of the largest life insurance brokerage firms in the USA.

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Helping my friends and clients find the best solution for their financial situations really brings me joy.  I use my knowledge, resources, wisdom, and integrity to make it happen.

I began my career path when I was twenty and I started a property and casualty agency. By 1996 I would launch a virtual life insurance company in Illinois. Not wanting to slow down I soon would become supervisor of the entire southeast territory for a large financial services firm.  Eventually, I would move on to working with Crump, one of the largest life insurance brokerage firms in the USA.

I recently re-married; after the loss of my first wife at age 39.  I know the heartache and challenges of death and change.  We can all survive, grow, and learn from it.  I have! My wife Lynda and I love doing anything outdoors, concerts and theatre productions, baseball and football game, biking and binging the occasional Netflix series.

My experience spans 35 years, from helping clients to grow their wealth to helping them keep their wealth. I also enjoy working with clients in the areas of tax planning, business planning, and benefits management. My objective is to ensure their financial future is secure.

If you have questions about how I can help you, please don’t hesitate to call me.

 

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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.

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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.

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Devon Garcia
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 diligently 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 with 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, healthcare, law, and government to help them solve life’s challenges and get to where they want to go.

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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 maintaining the highest standards of honesty transparency, industry professionalism, expertise, confidentiality and integrity in everything we do for our clients and with our co-workers and partners.

The RWA team values you and your goals, striving to establish and cultivate a long-term professional and personable relationship.

We are responsive and make ourselves available at all times to our clients.

We leverage best-in-class technology to provide our clients 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 serving our clients with the highest standards within the financial industry.

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When building a stronger tomorrow every decision matters. Rubin Wealth Advisors goes the distance to help our client achieve a better. QUALITY FOR LIFE©
LEVERAGE RUBIN WEALTH ADVISORS FOR:
  • LEVERAGE RUBIN WEALTH ADVISORS FOR: Fee-Based Money Management Fee Based Money Management
  • LEVERAGE RUBIN WEALTH ADVISORS FOR: Investment Planning that meets your personnel and family goals Investment Planning that meets your personnel and family goals
  • LEVERAGE RUBIN WEALTH ADVISORS FOR: Business Continuation and Succession Business Continuation and Succession
  • LEVERAGE RUBIN WEALTH ADVISORS FOR: Financial Planning Financial Planning
  • LEVERAGE RUBIN WEALTH ADVISORS FOR: Transfer of Wealth to children, grandchildren and other heirs Transfer of Wealth to children, grandchildren and other heirs
  • LEVERAGE RUBIN WEALTH ADVISORS FOR: Tax Minimization Strategies (income, estate and capital gain taxes) Tax Minimization Strategies (income, estate and capital gain taxes)
  • LEVERAGE RUBIN WEALTH ADVISORS FOR: Structuring the Acquisition and Sale of assets, property and business Structuring the Acquisition and Sale of assets, property and business