Cary Rubman, CFP®, CDFA®â€¯has more than fifty years of professional experience. A New Jersey native, Cary came to the area to attend college, where he met his wife, Jean. They married the day after graduation and established themselves as long-term residents of Massachusetts.
While rearing their young children, Cary established his first accounting firm in 1985 and obtained his Certified Public Accountant (CPA) designation. Cary has since earned the designations of Certified Financial Planner, IRS Enrolled Agent, Certified Senior Advisor, and Investment Advisor Representative. He is responsible for the management of portfolio investments, the design of estate and tax planning strategies, and the implementation of strategic tax and financial plans.
Cary’s wealth of knowledge, experience, and genuine care for his client’s individual needs has been a catalyst for InnoVest Financial Services’ growth. InnoVest is in the top XX of financial firms in Hartford County with its parent company, Avantax, collectively managing over $80 billion in client assets.
Outside of work Cary can be found with his family. He especially loves spending time with his two adorable grandchildren and his spunky dogs Teddy and
Email Cary at cary@innfin.com.
Connect with Cary on LinkedIn