Rubina focuses on preparing and presenting sound holistic financial plans to help her clients pursue their goals. In addition to developing financial plans, she also constructs investment portfolios tailored to address clients’ needs, as well as work on special projects all relating to deliver a quality client experience.
She is a CERTIFIED FINANCIAL PLANNER™ professional who has attained prestigious CFP® certification. Rubina brings over 15 years of financial planning experience which began in the Washington D.C. area and has worked as Managing Director of Financial Planning and as a Consultant in her prior roles. She is also a financial editor and content writer for Launch That, an entrepreneurial digital marketing startup & a contributor to Kiplinger magazine.
She was selected to be Chair of the Council of Examinations at the CFP® Board. She also has conducted budgeting workshops for disadvantaged girls in middle school, and works as a pro bono advisor at Savvy Ladies Helpline and Women in Distress.
Rubina was born in Ann Arbor, Michigan. Today, she lives in Palm Beach Gardens with her husband, Junaid, and children, Iman and Reyan. In her free time, she enjoys traveling, reading and spending time with her family.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Raymond James is not affiliated with any of the companies mentioned.