Alameda, Oakland, Rubicon Financial Partners, only a Certified Financial Planner(CFP®) will handle your financial planning for retirement, financial investment advisors, financial planner for inheritance, marriage, divorce, college savings. 401K single plan, 401k individual and solo plan.


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In addition to offering 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®, Owner & Financial Planner for Rubicon Financial Partners

At Rubicon Financial Partners, only a CERTIFIED FINANCIAL PLANNER ™ professional, or CFP ® professional will handle your financial planning. These certifications represent a qualified level of financial knowledge and experience.

CERTIFIED FINANCIAL PLANNER™

“The CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks are financial planning credentials awarded and owned by Certified Financial Planner Board of Standards Inc. (CFP Board) to individuals who meet education, examination, experience and ethics requirements.”

Source: Certified Financial Planner Board of Standards, Inc. (www.cfp.net)

ACCREDITED INVESTMENT FIDUCIARY

Since October 2002, the Accredited Investment Fiduciary® (AIF®) designation has been the mark of commitment to a standard of investment fiduciary excellence. Those who earn the AIF mark successfully complete a specialized program on investment fiduciary standards of care and subsequently passed a comprehensive examination. AIF designees demonstrate a thorough understanding of fi360's Prudent Practices for investment advisors and stewards.

Source: Fiduciary360, LLC (www.fi360.com)

Source: Financial Industry Regulatory Authority, Inc. ( www.finra.org)

California Insurance License #0E14027

©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.

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