Dale Rubin, LUTCF®

Dale was born and raised in Cleveland, Ohio.

He began his financial services career with Merrill Lynch in 1983 and later worked at Smith Barney. In 1999 he joined Cleveland Financial Group, where he focused on retirement and investment planning. In 2006, Dale co-founded Beacon Financial Partners in Beachwood, Ohio.

With over 40 years of experience in the financial services industry, Dale shares his perspective and market insights with clients and colleagues alike. He has consistently demonstrated the capability to develop and execute financial plans and investment strategies in alignment with his clients' objectives.

Dale and his wife Marcie have three children. He is an avid golfer.