Rael Rubin, CFP®, is an Advisor in SEIA’s New York City office and works with Tom West in the practice’s Financial Planning and Investment Management services. His responsibilities include navigating intricate financial environments and tailoring financial strategies. As an experienced and committed advisor, Rael’s thorough understanding of investment and financial planning strategies enables him to focus on streamlining his clients’ financial lives and working towards meeting their objectives and financial goals.
Rael has worked in the investment and financial planning industry since 2018, including at NorthRock Partners (formerly Parkside Advisors), Fisher Investments, and Brighton Jones.
Rael lived in California before moving to New York City. He enjoys live music, fitness, and cheering on the San Diego Padres.
Rael received his Bachelor of Arts in Finance & Management Information Systems from Washington State University in 2019. He earned his CERTIFIED FINANCIAL PLANNER® certification in 2024, after completing the certification education program through the UCLA Extension Accelerated Personal Financial Planning Certification®. Rael holds a Series 65 securities license.