RUBEN850 - Key Persons
Carolina Gonzalez is the Director of Operations at Rubin Wealth Advisors. She brings over two decades of profound expertise in the financial services industry, specializing in back-office functions and overseeing the day-to-day operations of our business.
Carolina's extensive experience includes roles such as operations analyst, client service associate, loan forgiveness specialist, personal banker II, and customer sales & service. Her diverse background showcases her deep knowledge of banking and her ability to handle multifaceted responsibilities Guided by principles of excellence and integrity, Carolina is dedicated to delivering top-tier service and upholding the highest standards in the financial industry.
Evan McLeod is the lead financial planner at Rubin Wealth Advisors. He delivers personalized reports that help client's better understand their financial situations and the effects of investment strategy, spending, and other financial decisions. Evan previously worked as a financial planner and investment analyst at Krause Capital, Inc. He also has five years of experience in retail banking with AmTrust Bank. Evan is a graduate of Florida Atlantic University with a BA in Business Management. He holds the Accredited Investment Fiduciary (AIF) designation, and he has passed all three levels of the Chartered Financial Analyst (CFA)| Curriculum.
Job Titles:
- Digital Marketing Coordinator
Hunter Koziara isa digital marketing coordinator at Rubin Wealth Advisors. She works to increase RWA's digital reach through social media, email marketing, SEO, data analysis, ect. Before working at RWA, she worked as the lead junior consultant for Nike at their headquarters in Paris during her time studying abroad. She is a recent graduate from Florida Atlantic University with a bachelor's degree in Business Marketing. hunter is currently working towards a law degree at Florida International University.
Bob Rubin si a trusted leader in the financial services industry with over 35 years of experience helping clients just like you. His extensive years or experience, deep connection within the conservative movement, and unwavering commitment to his clients makes him the ideal financial advisor for politically conservative clients. He has a passion for providing exceptional service and offering tailored solutions that align with his clients' needs, goals, and values.
Bob Rubin is a proud American conservative who loves this country and the opportunities ti provides. With an entrepreneurial spirit guiding him , Bob is a problem solver at heart.
Bob is the president and founder of Rubin Wealth Advisors. Like most financial advisors. Bob spends his days and nights thinking about his clients and their financial well-being.