Rubin CFA
Chief Investment Officer | Senior Financial Advisor at Perspective Wealth Partners - Boise City, ID, US
Rubin CFA's Colleagues at Perspective Wealth Partners
Rubin CFA's Contact Details
N/A
Perspective Wealth Partners
Rubin CFA's Company Details
Perspective Wealth Partners
Boise City, ID, US • 5 - 9 EmployeesInvestment Bank/Securities Brokerage
Perspective Wealth Partners (PWP) is a fee-only SEC-registered RIA, located in Boise, Idaho. PWP offers clients a wealth management experience that allows them to relax and be confident in achieving their intentions. In tandem with a first-rate wealth management experience we are also purposeful about helping our clients live meaningful lives – thereby being a trusted thought-partner in non-financial areas. As a fiduciary to our clients, PWP is legally obligated to provide investment portfolio management and financial planning in clients best interest without selling any products or receiving commissions. We are obsessive about the value we create for our clients and the delightful experience we deliver to them. Since we began to measure it, our client Net Promoter Score (NPS) has averaged 94.PWP is an Equal Opportunity Employer. We support diversity in the workplace and embrace diversity in the clients we serve.