Andrew David Rubin
Wealth Management Advisor|ChFC®, CLU®, CASL®, CLTC®, ChSNC®
Personal
Originally from Encinitas, Andrew Rubin and his wife, Lisa, live in Carlsbad. Andrew and Lisa are very close with their daughter, Savana, who lives in Vista.
In his spare time, Andrew enjoys traveling with his family and helping out his community. Andrew is involved in several local organizations including the Carlsbad Chamber of Commerce, Alex's Lemonade Stand, UJF, and TARA. He also likes to spend time with Lisa riding their bikes down the coast, working out, yoga, and living an active lifestyle.
Andrew and Lisa try to spend as much time possible with their grandchildren. Andrew's first grandchild was named after him, aka "Rubin." His youngest and only granddaughter, Anistyn, was born on his birthday.
Andrews interests include traveling, scuba diving in tropical waters, surfing, and playing poker in the WSOP.
Professional
As a San Diego native, Andrew taught scuba diving off the coast of La Jolla for 4 years through his college career. With a Bachelor of Science in Business, and an emphasis in Finance, Andrew wanted to make sure he could find a place not where he would have a job, but rather a place where he could put his values, integrity and work ethic to use. With so many possibilities, Andrew decided to make sure what his professional calling was and moved to the Caribbean to follow his dream of teaching scuba diving in the tropics. After seven months of water saturation, Andrew decided it was time to start a family and a career. He moved back to San Diego, and started his professional career with Northwestern Mutual in 2001 and ended up marrying his college sweetheart.
Andrew thought there wouldn’t be a better place to start a lifetime career than Northwestern Mutual. “Northwestern Mutual achieved the longest record at number one in any industry in the history of FORTUNE® magazine’s “most admired” survey, after leading the life insurance for 25 years” [March 16, 2009 issue, FORTUNE® magazine survey].
Since the beginning of Andrew's career as a Financial Representative, he has progressed to the role of Wealth Management Advisor. He has worked hard to earn a few credentials educating him in various markets to benefit his clients.
- ChFC® (Chartered Financial Consultant®)
- CLU® (Chartered Life Underwriter®)
- CASL® (Chartered Advisor for Senior Living®)
- CLTC® (Certification for Long Term Care®)
- ChSNC™ (Chartered Special Needs Consultant™)
Associations and Memberships
National Association of Insurance and Financial Advisors (NAIFA, San Diego) - Past President and Past Vice President of Government Relations
NAIFA is a national nonprofit organization representing the interests of more than 70,000 insurance and financial advisors nationwide, through its federation of over 900 state and local associations. Founded in 1890, NAIFA is the nation's largest financial services membership association.
Million Dollar Round Table (MDRT), Top of the Table - Member
MDRT is the premiere association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT. Founded in 1927, MDRT provides its members with resources to improve their technical knowledge, sales and client service while maintaining a culture of high ethical standards.
Associations and Memberships
- Million Dollar Round Table Life Member (2019)
- MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT
- Million Dollar Round Table Qualifying Member (2004-2006, 2008, 2013-2015, 2017)
- MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT
- Million Dollar Round Table Qualifying/Life Member (2018)
- MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT
- National Association of Insurance and Financial Advisors Quality Award (2011-2015)
- Award recognizing commitment to excellence in service to clients and industry
- National Quality Award (2004-2005, 2008-2009)
- Award recognizing persistency and performance
- National Sales Achievement Award (2003)
- Award recognizing performance
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
