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 has two children, he enjoys playing golf, time at the beach, and volunteers at the local food bank throughout the year.