Jonathan Michael Rubin
Financial Advisor|CLTC®, CFS
Personal
Originally from Encinitas, Jonathan Rubin and his wife Regin, live in Cardiff By the Sea.
In his spare time, Jonathan enjoys spending time with his wife and helping out within his community. Jonathan is consistently involved with supporting Alex’s Lemonade Stand and their pursuit of curing childhood cancer along with beach clean up’s through the Surfrider Foundation.
His interests include traveling, surfing, playing golf and coaching little league.
Professional
Jonathan focuses on supporting families, successful businesses, corporate executives, and other high net worth individuals to achieve their individual goals and objectives. Jonathan and his team offer a unique approach to the financial management process through an integration of five key components to comprehensive financial planning: risk management, investment strategies, estate planning, retirement income planning, and business planning. In addition, Jonathan and his team have an extensive experience understanding and dealing with the complexities of tax efficient planning. He can uniquely access the financial strength of Northwestern Mutual, as well as, many other highly rated carriers.
Born and raised in North County San Diego, Jonathan spent many years in the fitness industry helping clients achieve a different type of success; the success of being healthy and fit. His professional approach to understanding his clients needs and altruistic motives, makes him a valuable asset to have on your team.
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.
