Helping Clients Create, Grow, Protect, 

Enjoy & Transfer Wealth

Harry Rubins is a Financial Consultant and an Investment Advisor Associate with Foothill Securities Inc. in Santa Rosa, with clients throughout the Bay Area and the Redwood Empire. Long-term client relationships are encouraged.

Harry Rubins: Close Up

Mr. Rubins will provide a free introductory meeting 

for Clients of Wine Country Estates.

 

Mr. Rubins has been a frequent lecturer and consultant on retirement 

planning strategies for individuals and businesses with special expertise

on inherited IRAs. He is a leading expert in handling IRAs and 401(k) 

distributions, age 70½ required minimum distribution decisions and 

inheritance by the next generation. View Complete Speaking List.

  • Financial Planning Association National Regional Conferences

    • CPA & Attorney Continuing Education Classes

    • Hewlett Packard Seminars

    • California Public Employees Retirement System 

                 (PERS) Seminars

    • Santa Rosa Junior College Community Education Classes

    • Jim Jorgensen’s  San Francisco radio  Money Talk show

    Mr. Rubins has published articles and been quoted in:

    • Financial Planning 

    • Santa Rosa Press Democrat

    • The Business Journal

Harry Rubins is a member of the Financial Planning Association, Redwood Empire Estate Planning Council, 

Santa Rosa West Rotary, Santa Rosa Chamber of Commerce, and has consulted with several local charity 

organizations on charitable-giving strategies.

 

Securities & investment advisory services through Foothill Securities, Inc. Insurance and employee benefits 

offered through Rubins Financial Strategies. Member SIPC & NASD for California, Oregon, Arizona, Nevada 

and Hawaii.  California Insurance License #0728447.

 

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