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Offering Securities & Investment Advisory
services to businesses
and individuals
...more

 

 

 

 

 

 

 

 

 

 

In addition to offering high quality financial services, I’m a financial coach who puts my clients’ interests first, looks at the big picture and develops customized strategies to help my clients reach their goals with confidence.

– Dianne Woon, CFP®, AIF®, RFC, Owner & Financial Planner for Rubicon Financial Partners

 

 

 

 


About Our Name

The expression “crossing the Rubicon” means that one has deliberately crossed a point of no return, that there is no turning back. The saying refers to Julius Caesar’s crossing of the Rubicon River. Once Caesar crossed this boundary, he set in motion events that led to his rule over the ancient Roman world.

 

Rubicon Financial Partners demonstrates unwavering commitment to our
clients. We will never turn back. We are there for you.

"Financial Partners" are trained professionals who advise clients objectively and independently in ways to help accumulate, preserve, and transfer their wealth through each stage of their lives.

 

By offering independent, fee-based financial planning, Rubicon Financial Partners advisors can help you receive appropriate products and services to
fit your needs, not ours. They put your interests first.

 

 

 

 

©Rubicon Financial Partners, 2007. Advisory Services offered through Capital Analysts or Lincoln Investment, Registered Investment Advisors. Securities offered through Lincoln Investment, Broker/Dealer, Member FINRA/SIPC. Rubicon Financial Partners and the above firms are independent and non-affiliated. Important Disclosure.

This site is published for residents of the United States only. Rubicon Financial Partners may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. The materials in this web-site should not be considered an offer or solicitation to buy or sell securities. Past performance is no guarantee of future results. Important website information