Mark Rubey is a CERTIFIED FINANCIAL PLANNER™ professional in Allworth’s Addison, Texas office. Prior to joining, Mark was a Team Manager with Fidelity Investments for nine years. Mark holds a BS in Finance from Northern Illinois University and an MBA, with an emphasis in Financial and Estate Planning, from the University of Dallas.
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Financial Advisor
Designations: CFP®
Mark Rubey is a CERTIFIED FINANCIAL PLANNER™ professional in Allworth’s Addison, Texas office. Prior to joining, Mark was a Team Manager with Fidelity Investments for nine years. Mark holds a BS in Finance from Northern Illinois University and an MBA, with an emphasis in Financial and Estate Planning, from the University of Dallas.
Education and Certifications
Who I work with
What guides my approach
Mark Rubey is a CERTIFIED FINANCIAL PLANNER™ professional in Allworth’s Addison, Texas office. Prior to joining, Mark was a Team Manager with Fidelity Investments for nine years. Mark holds a BS in Finance from Northern Illinois University and an MBA, with an emphasis in Financial and Estate Planning, from the University of Dallas.
More About Mark:
About Allworth
30 years ago, Allworth Financial was founded as a clear alternative to the self-motivated, sales-focused advisory model that continues to dominate the industry to this day.
Then, as now, we believed we could do better — because you and your money deserve better.
With unparalleled access to a team of financial experts, your wealth has the advantage every modern investor needs. Smart, sophisticated, comprehensive financial planning and investment solutions with tax, estate, insurance, and more — all under one roof and directed by one point of contact.
Because when financial guidance comes with a commitment to put your needs first — and our success is dependent on your success — you get more than just advice.
You get a financial ally for life.
97% of Clients Stay With Us2
25,000+ Clients
Best Financial Advisory Firms
USA Today8
14th Ranked RIA
Barron's1
30 Years in Business
$22.5 billion AUM4
Best in Class Ethics
NBRI9
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