Dale Rubin
Founding Partner and Chief Investment Officer, Beacon Financial Partners
- Role
- Founding Partner, Chief Investment Officer at Beacon Financial Partners
- Location
- Cleveland, OH, US
- LinkedIn followers
- 500 followers
About Dale Rubin
Dale has been in the financial services industry since 1980. He spent eight years as a…
Experience
Founding Partner, Chief Investment Officer
Dec 2006 — Present
Chief Investment OfficerAdvisory services offered through Beacon Financial Advisory, LLC and Capital Analysts, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker/Dealer, Member FINRA/SIPC Beacon Financial Advisory, LLC/Beacon Financial Partners and the above firms are independent, non-affiliated This profile is not a solicitation for services. The profile should not be considered an offer or solicitation to buy or sell securities, nor shall any such security be offered or sold to any person in any jurisdiction in which such an offer, solicitation, purchase or sale would be unlawful. Interactive and static content provided by third parties are not prepared by the firm, endorsed by the firm, nor verified by the firm. Such content should not be used to make an investment decision. By choosing to become a friend of this site, you may be posting your information publicly. Beacon Financial Partners is not responsible for any abuse of this information by a third party. Postings should not be considered testimonial or an endorsement of our firm or advisors.
Skills
- Investments
- Risk Management
- Financial Advisory
- Alternative Investments
- Retirement Planning
- Securities
- Estate Planning
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