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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

 

 

 

 


Rubicon Financial Partners offers comprehensive financial planning and related services for every phase of your life. Through our advisors, we assist you in taking care of financial matters so you can focus on what’s most important to you—your small business, your family, your dreams, your goals.

Services are provided by CFP® certificants, AIF® Designees and Registered Financial Consultants (RFC) who provide the highest level of professionalism and service.

Our holistic approach is well-suited for self-employed and small business owners who need to get that extra edge. Through our advisors, we focus on your financial health so you can focus your energies on achieving the kind of balance you seek in your life.


Most of all, Rubicon Financial Partners is committed to its clients. We will always be there for you, and we will always 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