Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Mitchell G. Rubin, CFP® AEP®, CFF®, CPFA™
866-448-6273
Mitchell Rubin is CERTIFIED FINANCIAL PLANNER™ professional and ACCREDITED ESTATE PLANNER™, founder of ProWealthOne, an independent financial planning firm, with offices in New York, Houston and Palm Beach.
Mitchell has been an industry leader since 1997. He is quoted and consulted often by nationally -recognized media outlets such as Business Week, Smart and Best Life. He has written numerous published articles, had guest appearances on top financial radio programs, and taught Retirement Planning and Employee Benefits at Florida Gulf Coast University.
Mitchell’s quality time away from his practice is spent with his family here in Katy where he resides, as well as his two grown sons. He is an active member of the Katy Area Chamber of Commerce and the Katy Area Economic Development Council. Leisure time is consumed by his love of sailing, skiing, running and playing tennis.
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.