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Howard Jay Rubin, CFP®, RICP®, CLU®, CeFT®, CDFA®
Senior Financial Partner
Financial Life Planner
Investment Advisor
As a CFP professional, Certified Financial Transitionist and Founder of Transitions Financial Planning, Howard is a Fiduciary Advisor who cares deeply about each client's financial and personal well-being.
He is a second-generation financial planner, with 14 years experience in Investment Management, Full-Life Retirement Planning and Comprehensive, Holistic Financial Planning.
His fascination with Financial Psychology and Life Transitions began with his Psychology BA degree from Duke University, and has grown into a life-long learning passion. His credentials include certification as a Grief Educator and as a Kinder Life Planner.
Senior Financial Partner
Financial Life Planner
Investment Advisor
As a CFP professional, Certified Financial Transitionist and Founder of Transitions Financial Planning, Howard is a Fiduciary Advisor who cares deeply about each client's financial and personal well-being.
He is a second-generation financial planner, with 14 years experience in Investment Management, Full-Life Retirement Planning and Comprehensive, Holistic Financial Planning.
His fascination with Financial Psychology and Life Transitions began with his Psychology BA degree from Duke University, and has grown into a life-long learning passion. His credentials include certification as a Grief Educator and as a Kinder Life Planner.