Paul Rubacka

CFP®

Paul Rubacka

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

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