Mark Rubey
Financial Advisor
CFP®, ChFC®, RICP®, NSSA®
Mark Rubey is a CERTIFIED FINANCIAL PLANNER® professional in Allworth’s Addison, Texas, office with more than 40 years of financial services experience. Prior to joining our team, 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. He has also earned the National Social Security Advisor certification, allowing him to provide clients with expert insights into claiming strategies and benefit timing as part of their retirement planning strategy.
I consider myself the quarterback in my clients' financial lives. My role is to coordinate and manage all aspects of their financial plan, ensuring that each element works together toward their long-term goals. To do this, I take the time to get to know my clients, their families, and their unique financial aspirations. Using advanced financial planning software, I provide a comprehensive approach that covers investments, retirement planning, taxes, insurance, and estate planning. I also coordinate with specialists—such as estate planning attorneys, insurance experts, and tax advisors—when their expertise is needed.
Throughout our partnership, my clients can rely on me to be open, honest, reliable, and accountable. As a fiduciary, I am committed to recommending the options that are in their best interest, guiding them with integrity and care every step of the way.
What drives me is the satisfaction of knowing my clients have the peace of mind that comes with a clear, well-structured plan for retirement. There’s nothing more rewarding than helping them feel confident about their financial future. Even better is the moment when I can tell them they’re ready to retire—sometimes sooner than they might have thought possible!
CFP®: CERTIFIED FINANCIAL PLANNER®
ChFC®: Chartered Financial Consultant®
RICP®: Retirement Income Certified Professional®
NSSA®: National Social Security Advisor certification
I consider myself my clients’ quarterback. While I craft their overall strategy, I also coordinate with other specialists to keep everything working together.
Latest Insights
How to De-Risk a Concentrated Stock Position: 3 Steps for HNW Investors
Does a single stock dominate your portfolio? That comes with big risks. Here’s how to start diversifying with purpose and precision.
Read more
Revocable vs. Irrevocable Trusts: Which Is Right for Your Estate Plan?
Do you want control… or protection? Here’s how high-net-worth investors should think about the trade-offs that come with the two main kinds of trusts.
Read more
6 Financial Confessions Successful Investors Admit—Behind Closed Doors
Even the most accomplished investors occasionally get it wrong. Here’s what they quietly admit, and how to avoid the same costly missteps.
Read more
