Ross Rubin provides expanded guidance and oversight across all aspects of clients’ lives.  Hoping to improve their financial and, more importantly, their non-financial well-being, Ross uses a transformative approach to navigate clients to their “ideal.”  Ross started his career with Electronic Data Systems in Plano, TX before working as a management consultant with KPMG Consulting, where he advised management of Fortune 1000 companies.  Ross earned an MBA from the University of North Carolina, Chapel Hill in 1995 and graduated with Honors from the University of Florida with a Bachelor’s degree in Finance in 1990.  He has passed the Series 7, 63, 65 and Life and Health insurance exams and is currently a licensed Investment Adviser Representative and Insurance Producer.

 

Contact:

ross.rubin@belpointewealth.com