The right path toward retirement

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.

Couple surfboards

Kenneth Rubio, CFP, CRPS

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

Registered States:
  • CA
  • CO
  • DC
  • DE
  • FL
  • GA
  • IL
  • KS
  • MA
  • MD
  • MI
  • MN
  • NC
  • NH
  • NJ
  • NV
  • NY
  • OK
  • PA
  • SC
  • SD
  • TX
  • VA
  • WA
  • WV

Education

  • Finance and Ethic, University of San Diego
  • Tech of Monterrey

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Chartered Retirement Planning Counselor
1800 Tysons Blvd
5th Floor, Suite 550
Mclean, VA 22102
  • (703) 734-8485

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The Year Ahead - Sustainable Investing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

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A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

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UBS is a world-leading wealth manager

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