Who We Are

Harry Rubins, Financial Consultant

Harry RubinsAs an independent financial consultant with Securities America, INC 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. Find out more about Harry’s Professional Presentations.

Harry is continually updated on the latest tax law and IRS ruling changes, key elements he implements in his planning strategies. When Harry isn’t helping create solid financial futures for his clients, he is keen on traveling, playing tennis, growing roses, and avidly participating in the lives of his friends and family.

Harry Rubins is a member of the Financial Planning Association, Redwood Empire Estate Planning Council and the Santa Rosa West Rotary. He is currently on the Board of Directors for the Santa Rosa Symphony and KRCB Public Radio and Television station.

Harry is also a member of Ed Slott’s Master Elite IRA Advisor Group, which continually updates him on the latest tax law and IRS ruling changes, that are implemented in his financial planning strategies.

Harry is proud of his Future Financial Consultants, granddaughter Katelyn Anne, her sister Allyson, and Taryn.

 

  

Robert McAllister, Financial Consultant

 

robert-mcallisterRobert strives to create personalized financial plans tailored to his clients goals and objectives. He does so by providing the knowledge, expertise, and education that his clients need to make informed decisions about their financial future. He believes that engaging you as his client in a straightforward manner allows you to make important financial choices with a clear head and without undue pressure.

For over thirty years Robert has worked as a financial services professional, helping businesses establish retirement programs  to  prepare their employees for  the  day when they retire. Seeing  the changing environment where many employees are nearing  retirement, Robert made the change to  Securities America Financial Services where he can work directly with individuals, many of whom, like Robert, are Baby Boomers who need help in  setting up their  financial future  for  a healthy retirement. He is a financial coach for  individuals and their  families, helping them   to  navigate through  retirement  planning and funding, educational  goals and estate  planning , and to  preserve  and transfer  a legacy to their beneficiaries.

The Securities America Team provides the necessary resources to help construct a roadmap tailored to each of our clients needs. Securities America provides the right mix of independence and quality investment options and resources, allowing us to offer our clients the highest caliber of service.

A Sonoma County Resident, Robert and his family make their home in Pet alum a. He is a member of St. Jame s Parish, Rotary, The Chamber of Commerce and The Coast Guard Auxiliary. When hes not working to better the lives of his clients, Robert enjoys traveling, the outdoors, riding motorcycles, reading, sports,  and most  importantly,  his family .

 

Louise Udall, Office Manager

Louise UdallWhile Harry sees to his clients’ financial well being, Louise Udall is the backbone of the office. As Office Manager, she tends to her domain like a well-anchored ship in a safe harbor. With a long history of office management, Louise has the knowledge and expertise to answer all manner of questions, and the ability to make the office a welcome and pleasant place to visit and do business.

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707-542-9449

Securities offered through Securities America, Inc, FINRA / SIPC Advisory services offered through Securities America Advisors, Inc.
Serving clients in CA, AZ, NM, NV & TX

Securities America and its representatives do not provide tax or legal advice; therefore it is important to coordinate with your tax and legal advisors regarding your specific situation.

Rubins Financial Strategies and the Securities America Companies are separate entities.
CA Insurance License #0728447

Ed Slott’s Master Elite IRA Group members pay a fee for technical conferences, weekly email updates & access to their team of Retirement experts.

Ed Slott and Company is not endorsed or affiliated with Securities America, Inc