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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

 

 

 

 


At Rubicon Financial Partners, only a CERTIFIED FINANCIAL PLANNER ™ professional, or CFP ® professional, or a Registered Financial Consultant (RFC) 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)


REGISTERED FINANCIAL CONSULTANT (RFC)

“…has a professional financial planning designation or has passed a comprehensive RFC examination. Each RFC must meet seven membership requirements, including: experience, education, examination, ethics, licenses, business conduct and maintain significant annual continuing education of 40 hours yearly.”

Source: International Association of Registered Financial Consultants (www.iarfc.org)

 

 

 

 

©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