Rael Rubin, CFP®
- Senior Associate, Advisor
- 415.978.1231
- rael.rubin@
northrockpartners.com
Focused on delivering integrated financial planning, tax strategy, and portfolio management, Rael delivers a detail-oriented and client-first approach, working closely with individuals and families to develop personalized strategies to help clients make informed, strategic financial decisions that drive long-term success.
Rael began his career in portfolio analytics before joining Parkside Advisors, where he focused on the financial planning, tax planning and portfolio management needs of clients, prior to its acquisition by NorthRock.
Professional Designations and Associations
- Bachelor of Science in Finance and Management Information Systems | Washington State University
- Certified Financial Planner (CFP®)