Welcome to Rubins Financial Strategies, experienced specialists in Financial Planning and Wealth Management who help clients achieve their financial dreams through client centered, personalized service.
Rubins Financial Strategies is located in Santa Rosa, CA serving clients throughout the San Francisco Bay Area, California, Arizona, New Mexico and Nevada.
Rubins Financial Strategies helps you lay the foundation for a more financially secure future. Our model of personalized, client centered service encourages clients to choose how to access our expertise, whether in an hourly fee based consultation or forming an ongoing relationship. Because we encourage long-term relationships with our clients, we strive to provide advise that is objective and in the best interest of our clients.
Harry Rubins, Financial Consultant For over 25 years, Harry Rubins has paired his expertise, education and enthusiasm with effective strategies to help clients meet their financial goals and lifestyle dreams. Mr. Rubins is a member of Ed Slott’s Master Elite IRA Advisor Group, an organization of experts representing the top tier of financial advisors in the country. Mr. Rubins teaches and coaches his clients, sharing his learning and “translating” complex tax, estate and financial planning issues into understandable, useful strategies. The word “strategies” was chosen for his firm’s name to underscore the fact that he combines his decades of experience with effective strategies to help clients achieve their financial objectives. Mr. Rubins helps his clients create, grow, protect, enjoy and transfer wealth in their quest for financial peace of mind.