David M. Rubin, Mba Email & Phone Number

Boston, Massachusetts, Us

David Rubin is a highly respected Financial Planner serving the New England area. Before branching out as a Financial Planner, David gained valuable money management experience during 9 years as a Consultant to multi-billion dollar clients on Wall Street.This wealth of expertise has made David an ideal candidate to advise clients on Investment, Estate and Retirement Planning. David’s accomplishments have allowed him to carve out a lucrative corner of the financial landscape due to his specialization in working with Health Care Professionals and High Net Worth Biotech Executives.➤ WHAT WE DO:At Commonwealth Financial Group, you have access to a team of specialists:• Asset Management and Portfolio Management• Retirement Planning• Special Needs Planning• Insurance Planning (Life Insurance, Disability Insurance, Long-Term Care Insurance)• Estate Planning• Tax Reduction Strategies We leverage our Financial Planning Software to analyze and optimize each client’s financial goals. ➤ HOW WE DO IT:At CFG, we follow a proprietary Financial Planning Process that is customized for each client. We combine the 4 pillars of Financial Planning in order to create a comprehensive Financial Plan:1. Investment Management2. Estate Planning3. Risk Management4. Tax PlanningAs a Trusted Advisor, I need to understand each client’s unique life story. By working as a team, we find your financial pain points - and solutions that optimize your financial well-being.➤ WHAT MAKES US DIFFERENT:You are probably asking yourself how I am different from other Advisors. The answer is simple:While most Advisors focus on growing client’s money; I focus on PROTECTING and PRESERVING my client’s wealth.📍Let’s book a 15 minute virtual meeting to learn more about your unique life story. Over Zoom, I will walk you through our Financial Planning Process and show you how we help our clients.☎️Cell: 917-319-2797📧Email: DavidRubin@financialguide.com

Us

As Head of a 5-person team, David was responsible for managing over $75M in client assets. Through a comprehensive financial planning process, David helped his clients set up and optimize their Estate Plans. In addition, he constructed customized Investment Strategies to help his clients PROTECT and PRESERVE their wealth in the face of economic uncertainty.David educated his clients on the need to have their investment accounts working in harmony with their estate plan. As in a symphony, each aspect of a client's financial plan must work in unison with all the other parts. While implementing Protection and Preservation strategies, David's team focused on reducing taxes - now and in the future.

New York, Ny, Us

Through my affiliation with Eagle Strategies, LLC, a Registered Investment Adviser, I provide sophisticated wealth management services by designing customized investment solutions that address my clients’ unique investment objectives and risk tolerance levels. My investment experience, coupled with Eagle’s diverse team of investment experts, allows me to provide the continuous financial guidance needed to help my clients achieve long-term financial success.

Developed and traded proprietary algorithms in the futures markets. Focused on technical analyses of the commodity and currency markets.

Ran West Coast Institutional Equity business. Worked primarily with multi-billion dollar Mutual Funds and Hedge Funds. Sectors of focus included healthcare, energy, and technology.

Paris, Fr

Ran multi-million dollar Institutional Equity Sales and Trading business. Clients included long-only asset managers as well as long-short hedge funds. Sectors of focus included biotech, specialty pharma, energy, and media.

Master Of Business Administration (M.B.A.), Business/Managerial Economics

Bachelor Of Arts (Ba), Economics

Education record

Education record

Education record

Education record