Ron Rubin is a founding member of Union Square Financial Partners, LLC and has developed many innovative and trademarked programs for the life insurance industry. Since 1992 he has established strategic partnerships with the trust and estate law firms, accounting firms, business management firms, property and casualty organizations and money managers. Ron has focused on working with affluent individuals, executives, entertainers, professional athletes and family business owners since 1992.
Ron earned a B.S. from the University of Delaware and acquired his Charter Life Underwriter designation and a Chartered Financial Consultant designation from the American College. Ron began his career working with ERISA plans, implementing and maintaining qualified pension plans for business owners, working in conjunction with their accountants in creating these plans. He is certified by both the state of New York and New Jersey to provide continuing education credits to CPA’s for their state credit requirements. Ron is a member of AALU and participant the Heckerling Institute.
Ron has appeared as a guest lecturer on estate planning at the Zicklin School of Business at Baruch College, Rutgers College, and has appeared as a guest on television, radio and been published in numerous industry periodicals.