Delta Community Retirement & Investment Services
David Rubin, CFP®, ChFC®
David Rubin is committed to offering an exceptional level of service while simplifying the complicated world of financial planning and wealth management. He believes in basing every partnership on trust, education, objectivity, and carries the goal that everyone takes away more knowledge about their financial position than they came in with.
Wealth management is a broad and immersive topic to navigate. Helping clients understand their investment options and paths, while preserving and growing their hard-earned assets is David’s passion. Understanding their financial goals and helping clients take steps toward meeting them is his mission. He knows that investment advice, strategies to achieving goals and addressing concerns are only part of understanding the full financial picture. And, that it’s not always just about one vision, often working to engage the whole family, from children to parents, in conversations around multigenerational planning.
David has an extensive career in personal finance spanning well over two decades that has led him to his current wealth advisory role with Delta Community Retirement & Investment Services. In the last 20 years, David has been a credit union financial advisor in his home state of Florida, and more recently, he worked in a compliance leadership role as Supervising Principal responsible for over 120 financial advisors located in credit unions spread across the southeast. Needless to say, David understands and firmly believes in the “members first” culture you only find associated with credit unions.
On a personal level, David has an avid love for the outdoors and is continually challenging himself with activities like playing golf, fly fishing, and boating. He is happily married and the father of two school-age daughters. He enjoys sharing his connection to the outdoors with his family, especially on road trips where he lays claim to being “well-known” for finding the best summer vacation adventures. When not taking to the water or the course, David can be found firing up the grill or in the kitchen, working up a new recipe to impress his family and friends. He prides himself in constant growth, and sharing what he learns, whether he is teaching his girls to play golf and fish, hunting for new recipes, or working hard for his family, friends, and clients. David’s always up for a new challenge, looking for a better approach, and recognizing incremental successes—knowing the end result will be both impactful and rewarding.
Connect with David on LinkedIn®
Certifications | Licenses:
- FINRA® SIE, Series 7, 24, 53, 66 held through LPL Financial
- CERTIFIED FINANCIAL PLANNER™ professional*
- CHARTERED FINANCIAL CONSULTANT®
- Life, Health, and Variable Insurance License
*Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Delta Community Retirement & Investment Services offers investment strategy, retirement advice and a range of financial services, combined with access to financial planning resources through our relationship with LPL Financial.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Delta Community Credit Union and Delta Community Retirement & Investment Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Delta Community Retirement & Investment Services, and may also be employees of Delta Community Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Delta Community Credit Union or Delta Community Retirement & Investment Services. The Delta Community Retirement & Investment Services site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial Registered Representatives associated with this site are licensed in all 50 states.
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