David Rubin | Financial Planner

Written By Owen Hoppe
 

Contact Information
Mobile (call only). 917.319.2797
DavidRubin@financialguide.com

280 Congress Street, Suite 1300
Boston, MA 02210

MBA

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.

At Commonwealth Financial Group, David has a team of experts that help his 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 appointments

 

Questions? Let’s Chat.

Feel free to reach out with any questions about our services or if you just want to send a personal note.

 
 
 
Owen Hoppe
Previous

John Micavich | Financial Planner
Next

Jack Priebe | Business & Financial Planner