Rubina K. Hossain, CFP®

Rubina K. Hossain, CFP®

Financial Reviewer & Writer, Annuity.org

Rubina K. Hossain is a financial reviewer and writer for Annuity.org and a CERTIFIED FINANCIAL PLANNER™ professional who has attained the prestigious CFP® certification. 

She specializes in preparing and presenting sound holistic financial plans to ensure clients achieve their goals. She also constructs investment portfolios tailored to meet clients’ needs and works on special projects aimed at delivering the optimal client experience.

Rubina brings over 15 years of financial planning experience. She began her career in the Washington D.C. area and has worked as Managing Director of Financial Planning and as a consultant in her prior roles. She currently serves as a CERTIFIED FINANCIAL PLANNER™ with Sabal Palm Financial in West Palm Beach.

She was selected to be Chair of the Council of Examinations at the CFP® Board. She also has conducted budgeting workshops for disadvantaged girls in middle school, and she works as a pro bono adviser at Savvy Ladies Helpline and Women in Distress.

Website: www.annuity.org | Twitter: https://twitter.com/Annuity_Org | Facebook: www.facebook.com/AnnuityOrg | LinkedIn: www.linkedin.com/in/rubinakaklihossaincfp

Did You Know Your Financial Adviser Can ‘Fire’ You as a Client? Here Are 6 Times When They Should
A man and a woman cringe with disbelief.
personal finance

Did You Know Your Financial Adviser Can ‘Fire’ You as a Client? Here Are 6 Times When They Should

It’s a sensitive topic, but sometimes it’s necessary for a financial professional to cut ties with a client. Here are six scenarios where it may be th…
April 22, 2021