Dale Rubin
AeroLeads people directory · profile

Dale Rubin Email & Phone Number

Founding Partner and Chief Investment Officer, Beacon Financial Partners at Beacon Financial Partners
Location: Cleveland, Ohio, United States 4 work roles
2 work emails found @beaconplanners.com 8 phones found area 216 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 86%

Contact Signals · 2 work emails · 8 phones

Work email d****@beaconplanners.com
Direct phone (216) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Founding Partner and Chief Investment Officer, Beacon Financial Partners
Location
Cleveland, Ohio, United States
Company size

Who is Dale Rubin? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Dale Rubin is listed as Founding Partner and Chief Investment Officer, Beacon Financial Partners at Beacon Financial Partners, a with 25 employees, based in Cleveland, Ohio, United States. AeroLeads shows a work email signal at beaconplanners.com, phone signal with area code 216, and a matched LinkedIn profile for Dale Rubin.

Dale Rubin previously worked as Founding Partner, Chief Investment Officer at Beacon Financial Partners and Senior Planning Advisor at Cleveland Finacial Group.

Company email context

Email format at Beacon Financial Partners

This section adds company-level context without repeating Dale Rubin's masked contact details.

{first_initial}{last}@beaconplanners.com
92% confidence

AeroLeads found 2 current-domain work email signals for Dale Rubin. Compare company email patterns before reaching out.

Profile bio

About Dale Rubin

Dale has been in the financial services industry since 1980. He spent eight years as a stock broker with Merrill Lynch and Smith Barney, and twenty as a financial planner. Dale has extensive money management and risk management experience.

Listed skills include Investments, Securities, Risk Management, Retirement Planning, and 3 others.

Current workplace

Dale Rubin's current company

Company context helps verify the profile and gives searchers a useful next step.

Beacon Financial Partners
Beacon Financial Partners
Founding Partner and Chief Investment Officer, Beacon Financial Partners
beachwood, ohio, united states
Employees
25
AeroLeads page
4 roles · 42 years

Dale Rubin work experience

A career timeline built from the work history available for this profile.

Founding Partner, Chief Investment Officer

Current

Chief Investment OfficerAdvisory services offered through Beacon Financial Advisory, LLC and Capital Analysts, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker/Dealer, Member FINRA/SIPC www.lincolninvestment.com Beacon Financial Advisory, LLC/Beacon Financial Partners and the above firms are independent, non-affiliated This profile is not a solicitation for services. The profile should not be considered an offer or solicitation to buy or sell securities, nor shall any such security be offered or sold to any person in any jurisdiction in which such an offer, solicitation, purchase or sale would be unlawful. Interactive and static content provided by third parties are not prepared by the firm, endorsed by the firm, nor verified by the firm. Such content should not be used to make an investment decision. By choosing to become a friend of this site, you may be posting your information publicly. Beacon Financial Partners is not responsible for any abuse of this information by a third party. Postings should not be considered testimonial or an endorsement of our firm or advisors.

Dec 2006 - Present

Senior Planning Advisor

Cleveland Finacial Group
1991 - 2006 ~15 yrs
Team & coworkers

Colleagues at Beacon Financial Partners

Other employees you can reach at beaconplanners.com. View company contacts for 25 employees →

FAQ

Frequently asked questions about Dale Rubin

Quick answers generated from the profile data available on this page.

What company does Dale Rubin work for?

Dale Rubin works for Beacon Financial Partners.

What is Dale Rubin's role at Beacon Financial Partners?

Dale Rubin is listed as Founding Partner and Chief Investment Officer, Beacon Financial Partners at Beacon Financial Partners.

What is Dale Rubin's email address?

AeroLeads has found 2 work email signals at @beaconplanners.com for Dale Rubin at Beacon Financial Partners.

What is Dale Rubin's phone number?

AeroLeads has found 8 phone signal(s) with area code 216 for Dale Rubin at Beacon Financial Partners.

Where is Dale Rubin based?

Dale Rubin is based in Cleveland, Ohio, United States while working with Beacon Financial Partners.

What companies has Dale Rubin worked for?

Dale Rubin has worked for Beacon Financial Partners, Cleveland Finacial Group, Morgan Stanley Smith Barney, and Merrill Lynch.

Who are Dale Rubin's colleagues at Beacon Financial Partners?

Dale Rubin's colleagues at Beacon Financial Partners include Daniel Bonder Jd, Mba, Cfp®, Jennifer Vincent, Delores "Dee" Yezbak, Greg Randall, and Mitchell Devan.

How can I contact Dale Rubin?

You can use AeroLeads to view verified contact signals for Dale Rubin at Beacon Financial Partners, including work email, phone, and LinkedIn data when available.

What skills is Dale Rubin known for?

Dale Rubin is listed with skills including Investments, Securities, Risk Management, Retirement Planning, Alternative Investments, Financial Advisory, and Estate Planning.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.

People with similar names

Check these profiles if this is not the Dale Rubin you were looking for.

View similar profiles