David Rubin is a highly respected Professional Financial Planner serving the New England area. After graduating from Stanford University with a BA in Economics, he attended Columbia Business School where he obtained an MBA in Finance. He is passionate about building trust-based relationships and helping clients Protect and Preserve their wealth.Through David’s partnership with Commonwealth Financial Group, he specializes in helping Health Care Professionals and Biotech Executives protect and preserve their wealth through customized Investment and Estate Planning Strategies.Many of our clients are having similar concerns. Have you ever felt that:❌ You are paying too much in taxes? ❌ You are worried about the economy?❌ The volatility in the stock market is negatively impacting your retirement accounts?❌ You are too busy to sit down and put a comprehensive Estate Plan in place?❌ You are having trouble finding a trusted authority in the Financial Planning space?I understand your concerns. Trying to manage career, family, and finances by yourself just doesn’t work anymore.Let me help you!At Commonwealth Financial Group we have a team of experts that help our clients achieve financial peace of mind. Our Trust-Worthy Investment & Estate Planning Process allows you to:✔ Organize your financial life by creating a Holistic Financial Plan✔ Save time and energy by outsourcing responsibilities to a team of industry experts✔ Leverage our Financial Planning Software to identify and optimize your retirement and legacy goals✔ Reduce taxes with tax-efficient investment strategies such as municipal bonds and the use of Trusts in your Estate Plan✔ Gain access to world-class Investment Managers not available to the public through our cutting-edge investment platform✔ Be confident knowing that your Investment Plan and your Estate Plan are functioning in unison✔ Get Expert Advice from the comfort of your home through Virtual Zoom appointmentsI would like to educate you on the strategies that my clients use to achieve peace of mind. The best part? All our meetings can be done virtually, via Zoom, from the comfort of your own home!📍Let’s book a 15 minute online initial meeting to learn more about your unique situation. Over Zoom, I will walk you through our Financial Planning Process and show you how we help our clients uncover their concerns and achieve their goals - both financially and emotionally.Licenses: www.commonwealthfinancialgroup.com/licenses☎️Cell: 917-319-2797📧Email: DavidRubin@financialguide.comwww.commonwealthfinancialgroup.com