Paul Rubacka
CFP®
Here to act in your best interests
About me
Most people don’t know what it takes to retire comfortably, which is why I customize a financial roadmap that provides the clarity they seek. This way, my clients know exactly how I can help them get to and through a more successful retirement. Because I view my clients as family, it is extremely rewarding when they achieve key milestones that we mapped out in their financial plan. Outside of work, I love spending time with my wife of 30-plus years and enjoying our two adult children as they navigate new careers and life on their own.
Certifications
CERTIFIED FINANCIAL PLANNER™
Education
Bachelor of Science, Liberal Arts - Excelsior College
Visit one of our Locations
Syracuse
5015 Campuswood Drive
Suite 201
East Syracuse, NY 13057
Albany
28 Corporate Drive
Suite 101
Clifton Park, NY 12065
Phoenix - Virtual Advisors
4742 N. 24th Street
Suite 400
Phoenix, AZ 85016
Working with Us
Certain services provided on an educational and guidance basis only.