email@example.com 732-750-9880 ext. 101
Alan Rubin– Alan graduated from the University of Rhode Island with Majors in Finance and Insurance in 1990. After college Alan spent three years with a major regional bank as an investment executive, personally overseeing and implementing investment strategies for his clients. During his tenure there he was called upon to develop new sales and institutional investment programs. Alan became a Partner of Targeted Financial Services in 2000 and is a Registered Investment Advisor Representative, Registered Securities Principal, and Life and Health agent.
Alan’s focus with the firm is on the asset management, wealth retention, business succession and estate planning for high net worth individuals and business owners. Alan has a vital role in the design and implementation of client planning and company policies. During his 20+ year professional career he has been recognized in trade magazines focusing on the firm’s niche markets - wealth preservation and business succession strategies. Alan has dedicated his entire career to helping his clients exceed their financial and retirement goals.
Alan is married to his wife Janine and has two children, Jessica and Jake. Some of the important leisure activities he is involved with include coaching his children’s travel soccer teams, playing golf and enjoying quality family time.