Robert Wrubel

Senior Investment Consultant
Cascade Investment Group

Rob Wrubel is a former entrepreneur and business leader who joined the financial planning community in 2001. He has developed a practice working with individuals, non-profit organizations and businesses on key areas of financial planning including, asset management and asset protection, special needs planning, wealth transfer and executive compensation.

Rob volunteers his time through his direct support of several organizations. He currently serves as President of the Cheyenne Village Board of Directors.  He serves on the finance committee of the Pikes Peak Community Foundation and is on the Board of Directors of the Colorado Springs Down Syndrome Association.  He has served as President of the Board of Directors for CASA of the Pikes Peak Region and as Treasurer of the Ronald McDonald House Charities of Southern Colorado.  He has had the great pleasure to be involved in the successful completion of a capital campaign to restore the Pikes Peak Library's historic Carnegie Library.  He has also served on the board of the Colorado Fund for People with Disabilities and The Children's Hospital at Memorial Hospital's Parent Advisory Committee.

Rob is a 1999 graduate of the Colorado Springs Leadership Institute. He earned his Certified Financial Planning ® (CFP®) designation in 2007 after completing coursework through the College for Financial Planning.  Rob was recently awarded the Accredited Investment Fiduciary® (AIF®) designation from Fiduciary360 (fi360), an organization offering training, tools and resources to promote a culture of fiduciary responsibility and improve the decision making processes of fiduciaries. The AIF designation signifies knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care.

 Professional Licenses:

• Series 7 licensed as Registered Representative in General Securities by the Financial Industry Regulatory Authority (FINRA)

• Series 65 licensed as Uniform Investment Advisor by the Financial Industry Regulatory Authority (FINRA)

• Series 63 licensed as Uniform Securities Agent by the Financial Industry Regulatory Authority (FINRA)

• Life, Disability, Annuities and Long Term Care Insurance Licensed
  
  
• Certification in Long Term Care Insurance