Delta Community Retirement & Investment Services
David G. Rubin, AIF®, CFP®, ChFC®
Advisory Services Manager
David G. Rubin is the Advisory Services Manager at Delta Community Retirement & Investment Services. In this role, he enjoys leading a team of CERTIFIED FINANCIAL PLANNER™ professionals who advise and guide Delta Community Credit Union members across metro Atlanta and throughout the country. David is committed to ensuring our team offers exceptional service while simplifying the complicated world of financial planning and wealth management. He believes in basing every partnership on trust, education, and objectivity. He carries the goal that everyone leaves each meeting with more knowledge about their financial position than when the conversation started.
Wealth management is a broad and immersive topic to navigate. One of David’s strengths is sharing his experience and ensuring our advisor team is using every resource available to help clients understand their options while preserving and growing their hard-earned assets. He enjoys partnering with each advisor to confirm they are laser-focused on understanding our clients’ financial goals and utilizing every opportunity available to achieve them.
David has an extensive career in personal finance spanning well over two decades. Over the last 20+ years, David has worked in a compliance leadership role as Supervising Principal responsible for over 120 financial advisors in credit unions spread across the southeast and, more recently, as a Wealth Advisor on our team. David understands and firmly believes in the “members first” culture you only find associated with credit unions.
On a personal level, David loves the outdoors and continually challenges himself with activities like playing golf, fly fishing, and boating. He is happily married and the father of two school-age daughters. He enjoys sharing his connection to the outdoors with his family, especially on road trips while searching for adventures on their summer vacations. When not taking to the water or the course, David can be found firing up the grill or in the kitchen, creating a new recipe to impress his family and friends. He prides himself in constant growth and sharing what he learns, whether teaching his girls to play golf and fish, hunting for new recipes, or working hard for his family, friends and clients. David is always up for a new challenge, looking for a better approach and recognizing incremental successes—knowing the result will be both impactful and rewarding.
Connect with David on LinkedIn®
Certifications | Licenses:
- FINRA® SIE, Series 7, 24, 53, 66 held through LPL Financial
- Accredited Investment Fiduciary® marks
- CERTIFIED FINANCIAL PLANNER™ professional*
- CHARTERED FINANCIAL CONSULTANT®
- Life, Health, and Variable Insurance License
*Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
LPL Financial
Delta Community Retirement & Investment Services offers investment strategy, retirement advice and a range of financial services, combined with access to financial planning resources through our relationship with LPL Financial.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Delta Community Credit Union and Delta Community Retirement & Investment Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Delta Community Retirement & Investment Services, and may also be employees of Delta Community Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Delta Community Credit Union or Delta Community Retirement & Investment Services. The Delta Community Retirement & Investment Services site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial Registered Representatives associated with this site are licensed in all 50 states.
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