Bob and his team of conservative financial advisors are committed to providing a higher level of financial, retirement, and estate planning to enable those we serve to succeed financially and enjoy a finer quality of life. Our values are based on maintaining the highest standards of honesty, transparency and integrity in everything we do for our clients and with our co-workers and partners.
Founder & President
Bob Rubin, CLU, ChFC a trusted leader in the financial services industry with over 30 years of experience helping clients just like you. He is a sought after national speaker and expert on financial and estate planning, for individuals, families and business owners.
Your Financial Freedom Fighter
Bob Rubin is a proud American conservative who loves this country and the opportunities it 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.
But that’s not what makes Bob stand out from the crowd. Bob knows there are more challenges for individuals and business owners than ever before, especially with all the unnecessary Big Government regulations and taxes.
Bob is your Financial Freedom Fighter
He loves G-d, guns, family, and country. He understands freedom is one of the natural rights bestowed on us by G-d. He knows the Second Amendment protects the First. He knows that his reason for being begins with his wife and their three sons and extends to his friends, his clients and his country.
CHIEF INVESTMENT OFFICER
David Cleary, CFA, is the President and Chief Investment Officer at Timber Point Capital Management, LLC. Prior to founding TPCM, David served as the Chief Investment Officer at Crow Point Partners. Before Crow Point, Mr. Cleary spent 23 years at Lazard Asset Management where he held a series of senior portfolio management roles over multi-asset and global fixed income strategies. Additionally, he served as the firm’s global head of fixed income, a $26 billion platform. Prior to Lazard, David worked at UBS and IBJ Schroder, mostly in fixed income asset management roles. He began working in the asset management field in 1987 upon his graduation from Cornell University, with a BS in Business Management and Applied Economics. Mr. Cleary holds a Chartered Financial Analyst (CFA) designation.
As RWA’s Outsourced Chief Investment Officer, David assists with investment research and portfolio construction while providing additional depth to our executive team.
Dan is an attorney with over twenty-five years of practical experience in Securities Compliance, Marketing, Policy and Procedures as well as Risk Management. He has provided services to a variety of financial industries, including: Mutual Fund Companies, Insurance Agencies, Broker/Dealers, Investment Advisors, and Market Makers. He is an expert in communicating and creating an understanding of complex compliance issues to Corporate Principals and Individual Clients.
Dan is a Certified Six-Sigma Green Belt with DFSS, a past member of the AML Strategic Leadership Group, and a registered FINRA Arbitrator – A56372. He previously held the following FINRA licenses: Series 7 – General Representative, Series 24 – General Securities Principal, Series 66 – Uniform Combined State Law Examination, Series 55 – Equity Trader, Series 79 – Investment Banking and has an active license to practice law in Pennsylvania.