Harry Rubins
2 SlideShares 1 Follower
Personal Information
Organization / Workplace
Santa Rosa, CA United States
Occupation
Financial Consultant
Industry
Finance / Banking / Insurance
Website
rubins401k.com/
About
An independent financial consultant with Foothill Securities in Santa Rosa, CA, Harry has over 25 years experience providing investment management and financial consultation, specializing in retirement plan distributions for both participants and their heirs. Having established his own successful financial planning practice in 1986, Harry particularly enjoys teaching and coaching his clients, sharing what he has learned as a lecturer, and “translating” challenging and complex tax, estate, and financial planning information into understandable strategies for his clients
Tags
roth ira 401k ira financial trusts bar association estates securities accountant
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Personal Information
Organization / Workplace
Santa Rosa, CA United States
Occupation
Financial Consultant
Industry
Finance / Banking / Insurance
Website
rubins401k.com/
About
An independent financial consultant with Foothill Securities in Santa Rosa, CA, Harry has over 25 years experience providing investment management and financial consultation, specializing in retirement plan distributions for both participants and their heirs. Having established his own successful financial planning practice in 1986, Harry particularly enjoys teaching and coaching his clients, sharing what he has learned as a lecturer, and “translating” challenging and complex tax, estate, and financial planning information into understandable strategies for his clients
Tags
roth ira 401k ira financial trusts bar association estates securities accountant
See more