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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
No matter what your age, or where you are on your planning journey, we can help steer you down the right path toward retirement. We will work with you to build the foundation of your plan. Over time, as life or market circumstances change, we will work with you to adjust your plan where and when needed. When it comes to retirement planning, it's never too early to start.
Senior Vice President–Wealth Management
Financial Advisor
A founding partner of The Nordell-Rubio Group, Mr. Rubio develops, implements, and manages financial plans to help clients pursue healthy financial lives.
Ken holds some of the most prestigious credentials in the industry. As a Certified Financial Planner TM, he helps clients maximize the impact of their financial resources. As a Chartered Retirement Plan Specialist ®, he advices corporations on how to establish and manage employer-sponsored retirement plans, including 401(k)s, 403(b)s and SEP-IRAs. Additionally, as an Accredited Domestic Partner Advisor ®, he works with the LGBT community and domestic partners to overcome many of the financial challenges they face.
Prior to joining UBS, Ken co-managed the Corporate Executive Board Company's operation in Latin America, Spain and Portugal. Having specialized in the financial services arena, he collaborated with some of the best minds in the industry.
He graduated Cum Laude from Tech of Monterrey in Mexico and furthered his studies in finance and ethics at The University of San Diego. Fluent in Spanish, Portuguese, and English, he enjoys travelling with his family and friends to Mexico, Brazil and wherever else he can. He is also an active member of the Capital Area Gay and Lesbian Chamber of Commerce, a Certified PADI Scuba Diver, and the President of the local chapter of his Alma Matter's alumni association, EXATEC DC.
CA Insurance License Number: 0E64688
Education
Credentials
Senior Vice President–Wealth Management
Financial Advisor
A founding partner of The Nordell-Rubio Group, Mr. Rubio develops, implements, and manages financial plans to help clients pursue healthy financial lives.
Ken holds some of the most prestigious credentials in the industry. As a Certified Financial Planner TM, he helps clients maximize the impact of their financial resources. As a Chartered Retirement Plan Specialist ®, he advices corporations on how to establish and manage employer-sponsored retirement plans, including 401(k)s, 403(b)s and SEP-IRAs. Additionally, as an Accredited Domestic Partner Advisor ®, he works with the LGBT community and domestic partners to overcome many of the financial challenges they face.
Prior to joining UBS, Ken co-managed the Corporate Executive Board Company's operation in Latin America, Spain and Portugal. Having specialized in the financial services arena, he collaborated with some of the best minds in the industry.
He graduated Cum Laude from Tech of Monterrey in Mexico and furthered his studies in finance and ethics at The University of San Diego. Fluent in Spanish, Portuguese, and English, he enjoys travelling with his family and friends to Mexico, Brazil and wherever else he can. He is also an active member of the Capital Area Gay and Lesbian Chamber of Commerce, a Certified PADI Scuba Diver, and the President of the local chapter of his Alma Matter's alumni association, EXATEC DC.
CA Insurance License Number: 0E64688
Education
Credentials
24 questions for the '24 US election
Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.
The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
