About Us



Daniel RubenMD, MPH, MBA                                                             

Dr. Ruben is a consummate professional.  He is a physician who had a thriving and successful medical practice for over 20 years before retiring in 2008.  As the financial rewards of prosperous practice were gradually realized he was consistently approached by a rich variety of financial advisor types offering to manage his money so that he may feel free to devote his full energies into his practice.  While charmed, he was generally unimpressed.


Armed with a Bachelor degree in Microbiology and a Master's in Public Health from UCLA, and Doctorate in Medicine from The University of Texas, he was less than ideally equipped to manage his growing wealth with the same superior standards with which he was accustomed to caring for his patients.  Without taking any shortcuts or compromises he formally studied finance, earned his MBA degree in 1997, and has prosperously engaged in the investment world since.


While informally helping to guide colleagues and friends through financial and investment decisions for many years, beginning in 2010 Dr. Ruben obtained his investment and insurance licenses in order to enable him to formally provide the best advice and service.

Dr. Ruben lives in Southern California with his wife and two daughters.


Dr. Ruben was featured in a recent issue of Proactive Advisor Magazine, a publication that delivers the latest news and trends in investment management.  Check it out!