960 Holmdel Rd
Building # 2
Holmdel, NJ 07733

Phone: (732) 750 9880
Fax: (732) 750 1004
Email: info@targetedfinancial.com

 

Alan Rubin

arubin@targetedfinancial.com 732-750-9880 ext. 101

Alan Rubin– Alan is a graduate of the University of Rhode Island with Majors in Finance and Insurance. He began his career with a regional bank as an Investment Executive, overseeing and implementing investment strategies for clients. In 2000 Alan became a Partner of Targeted Financial Services as an Investment Advisor Representative, Registered Securities Principal, and Life and Health agent. Alan’s main goal in starting Targeted Financial Services was to provide clients with the tools to create, preserve, and pass on wealth to future generations.

Alan’s primary focus is on asset management, wealth retention, business succession and estate planning for high-net-worth individuals and business owners. He has a vital role in the design and implementation of advanced client and next generation planning. At Targeted Financial, Alan has been instrumental in the growth of the firms’ High Net Worth clientele, focusing on wealth preservation and business succession strategies. He has dedicated his entire career to helping his clients exceed their financial and retirement goals.

Alan is married and has two children. He enjoys playing golf, time at the beach, and volunteers for the local food bank throughout the year.

  • Alan Rubin

    arubin@targetedfinancial.com 732-750-9880 ext. 101

    Alan Rubin– Alan is a graduate of the University of Rhode Island with Majors in Finance and Insurance. He began his career with a regional bank as an Investment Executive, overseeing and implementing investment strategies for clients. In 2000 Alan became a Partner of Targeted Financial Services as an Investment Advisor Representative, Registered Securities Principal, and Life and Health agent. Alan’s main goal in starting Targeted Financial Services was to provide clients with the tools to create, preserve, and pass on wealth to future generations.

    Alan’s primary focus is on asset management, wealth retention, business succession and estate planning for high-net-worth individuals and business owners. He has a vital role in the design and implementation of advanced client and next generation planning. At Targeted Financial, Alan has been instrumental in the growth of the firms’ High Net Worth clientele, focusing on wealth preservation and business succession strategies. He has dedicated his entire career to helping his clients exceed their financial and retirement goals.

    Alan is married and has two children. He enjoys playing golf, time at the beach, and volunteers for the local food bank throughout the year.

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Company Info

Targeted Financial Services
960 Holmdel Road Building #2
Holmdel, NJ 07733

Phone: 732-750-9880
Fax: 732-750-1004
info@targetedfinancial.com