Real name:
Biography:
Gary Rubin is an independent academic researcher whose interests center around professional ethics, with a focus on financial services. Before earning a PhD, Gary was a Wealth Advisor at Schwab Wealth Advisory, where he worked with high-net-worth individuals, helping them to create, grow, and protect their wealth. Gary enjoys speaking at academic conferences and volunteering as an Intercollegiate Ethics Bowl judge. In addition to holding a PhD in management, Gary has a master's degree in Applied and Professional Ethics and an undergraduate degree in Organization Leadership.
Finra licenses: Series 7, 8, 63, 65
Professional Designation: Certified Financial Planner™