Who We Are

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, and avidly participating in the lives of his friends and family.

Harry Rubins is a member of the, 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.

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.