Judy M. Rubin

Judy M. Rubin has been working as a financial planner since the 1980’s after graduating from Cornell University.  Initially working for a small independent brokerage firm, Judy moved to Cigna Individual Financial Services where estate and business planning where added to her expertise in investment planning. 

In the early 1990’s Judy joined the brokerage department of Natwest Bank, which became Fleet Bank, in advising the bank clients on investing, insurance, and planning. Some of these clients remain Judy’s clients today. 

In 1997 Judy began her own independent financial planning business aimed at providing her clients with comprehensive planning and investment advice to maximize their assets in conjunction with their personal situations and objectives,  free of proprietary investments and goals imposed by an employer.  Integrating estate and tax planning, investment analysis, retirement and insurance needs, the advice Judy provides to her clients is tailor made to each individual’s needs and risk profile. 

An avid runner, skier and squash player, Judy lives with her husband, Wayne, an attorney, in White Plains, NY. They have two sons.