Ron Rubin, CLU, ChFC - RFG Wealth Management

W E A LT H
M A N A G E M E N T
Ron Rubin, CLU, ChFC
CEO
As CEO of RFG Wealth Management, Ron Rubin, CLU, ChFC, focuses on
working with ultra-affluent families and develops sophisticated life insurance
solutions for business succession and wealth transfer. Since 1992, Ron has
established close relationships with trust and estate lawyers, accounting
practices, and business management firms, working with their ultra-affluent
clients for over 20 years.
Ron earned a Bachelor of Science in Consumer Economics in 1986 from the
University of Delaware and in 2001 acquired his Chartered Life Underwriter
and Chartered Financial Consultant designations from The American College.
Ron began his financial services career working with ERISA plans, where he
implemented qualified pension plans for business owners, coordinating with
the client’s accountant in creating these plans. He is certified by both the state
of New York and New Jersey to provide continuing education credits to CPA’s
for their state credit requirements. Ron is a member of AALU and a yearly
participant at the Heckerling Institute on Estate Planning.
Ron has appeared as a guest lecturer on estate planning at the Zicklin School
of Business at Baruch College, Rutgers College, and has appeared on both
television and radio as well as having been published in numerous industry
periodicals. Ron is a founding owner and current board member of Lion Street,
Inc., Austin, TX, a financial services firm owned by a group of 80 independent,
elite life insurance professionals.
In order to successfully work with the ultra-affluent, Ron has assembled a team of outstanding professionals. These
colleagues range from his chief underwriter, who has priced some of the largest transactions in the industry, to his product
intelligence and case design specialists. These individuals allow Ron to consistently work on the most sophisticated and
complicated estate planning service helping to create outstanding results.
Ron has also addressed the needs of his clients by warehousing their information in a private, cloud-based data storage
system. This provides convenient, 24/7 access to trusts, wills, policies, contact information, and other crucial data by simply
logging onto the system with a smartphone, tablet, or computer saving. In addition to his service model, Ron and his team
actively manage each individual portfolio through an annual report to ensure each policy is performing as originally designed.
Ron lives in Manhattan with his two daughters, Evan and Ella. In his free time, Ron coaches soccer for both his daughters’
teams and spends time in the Berkshires with friends and family. Ron can often be found at the gym or running and has
completed seven marathons.
Education:
Bachelor of Science, 1986, University of Delaware, Newark, DE
Chartered Life Underwriter, 2001, The American College, Bryn Mawr, PA
Chartered Financial Consultant, 2001, The American College, Bryn Mawr, PA
225 West 35th Street - Suite 802 New York, NY 10001 P: 646.233.2719 E: [email protected]

Download Report