Ron Rubin

Director

RFG Wealth Management


Ron serves as the Wealth Adviser for RFG Investment Advisory in New York City, a dba of TFO-TDC, LLC. Ron uses a disciplined approach to identify investment strategies that focus on long-term objectives and uses his expertise to manage, simplify, and implement a plan for his clients.

Ron works with a national network of trust and estate attorneys and CPA’s who turn to RFG Investment Advisory for wealth planning and preservation strategies for successful individuals, affluent families, business owners and executives.

Ron also serves as CEO of RFG Wealth Management, helping ultra-affluent families develop and implement sophisticated life insurance solutions used to support wealth transfer strategies.

RFG’s offices are in New York City. Ron is proud to call himself a lifelong New Yorker. When he’s not at work, you can find Ron cheering on his beloved Yankees, coaching soccer, at the gym or relaxing with his two daughters in the Berkshires.

CLU, ChFC