Ross Rubin Email and Phone Number
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I bring over twenty years of experience to the table on every new client engagement in the areas of:* Oversight & Guidance for business owners & individuals on any matter that can impact them/their families, financially.* Helping property owners "retire" from real estate. DSTs provide a tax-advantaged exit strategy for owners of investment real estate...while still enjoying the benefits of actually owning real estate.* Business owners are striving to help build and maintain a winning workforce. With my team at Ascela, we look at your business objectives, company culture, available resources, and competition. We'll work together to build a comprehensive benefit strategy that positions you at the front of the pack. Employee Benefits - Strategic planning, Employee Health & Wellness, Employee Financial Wellness & Coaching, Insurance (Life, Health, Disability, Long Term Care), Executive Benefits, Business Succession Planning.*Investment Advisory Services offered through Alphastar Capital Management, LLC, a SEC registered Investment Adviser. Ross Rubin and Alphastar Capital Management, LLC are separate and independent entities. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.
1031 Sherpa
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Co-Founder1031 Sherpa Jun 2024 - PresentWe specialize in providing comprehensive real estate exchange services for real estate investors seeking to take advantage of tax-deferred exchanges. With 15 years of experience in the industry, we are dedicated to guiding you through the intricacies of 1031 exchanges with the highest level of expertise and support. We leverage patented 1031 Workflow Technology, Exchange Manager Pro, supported by Accruit, a leading national Qualified Intermediary.
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Co-FounderDst Sherpa Jan 2020 - PresentExit, diversification and cash flow strategies for owners of investment real estate (commercial & residential). We provide oversight & guidance within the guidelines of 1031/1033 exchanges and Delaware Statutory Trusts (DST), including casualty loss & involuntary conversion events. Our approach enables the opportunity to deliver distinctive generational wealth & exit planning solutions tailored to the unique needs of investment real estate owners.Investment advisory and financial planning services offered through Alphastar Capital Management, LLC; a SEC registered investment adviser. Alphastar and Ross Rubin are separate and independent entities. -
AdvisorAlphastar Capital Management, Llc Nov 2018 - PresentCornelius, Nc, UsBusiness and personal wealth and risk management advisory services, solutions, and products.Investment advisory and financial planning services offered through Alphastar Capital Management, LLC; a SEC registered investment adviser. Alphastar and Ross Rubin are separate and independent entities. -
PresidentNorman Rubin Agency, Inc. Jan 2004 - PresentStrategic planning and implementation of critical organizational infrastructure solutions to give our clients a competitive advantage in their respective markets. We develop solutions for business owners and managers in the areas of Employee & Executive Retention, Business Succession Planning, Healthcare Cost Management. -
Wealth AdvisorBelpointe Asset Management Llc May 2016 - Nov 2018Greenwich, Ct, UsBusiness and personal wealth and risk management advisory services, solutions, and products. -
Financial AdvisorWealth Advisory Group, Inc. Sep 2012 - May 2016Berwyn, Pa, UsBusiness and personal wealth and risk management advisory services, solutions, and products. -
C.O.O.Monatair Investments, Llc Jan 2000 - Dec 2003
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Associate DirectorCambridge Tehnology Partners Apr 1998 - Dec 1999
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Senior ConsultantKpmg Consulting Jun 1995 - Mar 1998Amsterdam, Nl
Ross Rubin Skills
Ross Rubin Education Details
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Unc Kenan-Flagler Business SchoolMba -
University Of FloridaFinance
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Penncrest High School
Frequently Asked Questions about Ross Rubin
What company does Ross Rubin work for?
Ross Rubin works for 1031 Sherpa
What is Ross Rubin's role at the current company?
Ross Rubin's current role is | Fiduciary adviser & lifelong learner | Tax-advantaged exit strategies to owners of investment real estate. | Expert guidance on employee benefits.
What is Ross Rubin's email address?
Ross Rubin's email address is ro****@****rcm.com
What is Ross Rubin's direct phone number?
Ross Rubin's direct phone number is +161052*****
What schools did Ross Rubin attend?
Ross Rubin attended Unc Kenan-Flagler Business School, University Of Florida, Penncrest High School.
What skills is Ross Rubin known for?
Ross Rubin has skills like Insurance, Disability Insurance, Life Insurance, Employee Benefits, Health Insurance, Fixed Annuities, Term Life Insurance, Financial Planning, Long Term Care, Succession Planning, Long Term Care Insurance, Executive Pay.
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