Who We Are
Harry Rubins, Financial Consultant
As 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 strives to create personalized financial plans tailored to his client‘ s 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 client‘ s 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 he‘ s 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
While 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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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