Harry Rubins
2 SlideShares 1 Abonnés
Personal Information
Entreprise/Lieu de travail
Santa Rosa, CA United States
Profession
Financial Consultant
Secteur d’activité
Finance / Banking / Insurance
Site Web
rubins401k.com/
À propos
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
Mots-clés
roth ira 401k ira financial trusts bar association estates securities accountant
Tout plus
Personal Information
Entreprise/Lieu de travail
Santa Rosa, CA United States
Profession
Financial Consultant
Secteur d’activité
Finance / Banking / Insurance
Site Web
rubins401k.com/
À propos
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
Mots-clés
roth ira 401k ira financial trusts bar association estates securities accountant
Tout plus