Email: rich.rubin@gellerprivatewealth.com | Office Phone: 631-674-4873
Richard helps the team manage more than $600 million in assets for several hundred client families. His primary focus is assisting clients with their financial planning needs, creating custom proposals, and developing action plans to help ensure they are able to accomplish their goals. He joined Todd Geller in the early 2000s and brings over 20 years of experience in the financial services industry. Prior to that, he earned a bachelor’s degree in Finance from The State University of New York at Old Westbury.
In 2016, he obtained the CERTIFIED FINANCIAL PLANNER™ designation after completing coursework across five modules and passing a comprehensive exam. He further enhanced his expertise in 2020 by earning the Accredited Portfolio Management Advisor designation—recognized as a benchmark for portfolio management credentials and endorsed by leading financial firms. He also holds Series 7, 63, and State Life and Health Insurance licenses.
Outside the office, he stays active with his identical twin boys, Max and Tyler. A fitness enthusiast, he is also a part owner of CrossFit Strong Island in Merrick, NY. He is engaged in numerous social and business activities throughout the community, is a proud member of Mensa, and participates in the Senior Umbrella Network of Nassau County. His past service includes work with local chambers of commerce, Kiwanis Club, ExecuLeaders, and founding a local Business Network International chapter.
