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Advisory services offered through Beacon Financial Advisory, LLC and Capital Analysts, Registered Investment Advisers.

Securities offered through Lincoln Investment, Broker/Dealer, Member FINRA/SIPCwww.lincolninvestment.com

Beacon Financial Advisory, LLC/Beacon Financial Partners and the above firms are independent and non-affiliated.

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This site has been prepared solely for information purposes and is not intended to be a solicitation, offer or sale of securities products or investment advisory services to anyone who resides outside of the United States.  Lincoln Investment, Capital Analysts, and Beacon Financial Advisory LLC are registered as investment advisers with the U.S. Securities and Exchange Commission and Lincoln Investment is registered as a broker/dealer in all 50 states.  Lincoln Investment, Capital Analyst and its Financial Representatives may only transact business in a particular state if first registered and only after complying with registration requirements.  

When you link to any of these websites provided here, you are leaving this site.  We make no representation as to the completeness or accuracy of information provided at these sites.  Nor are we liable for any direct or indirect technical or system issues or consequences arising out of your access to or use of these third-party sites.  When you access one of these sites, you are leaving our website and assume total responsibility for your use of the sites you are visiting.  Calculators are provided only as general self-help planning tools.  Results depend on many factors, including the assumptions you provide and may vary with each use and over time.  We do not guarantee their accuracy, or applicability to your circumstances.  Tax, legal, or Social Security claiming advice is not offered through, nor supervised by Lincoln Investment or Capital Analysts. 

Dale Rubin

 LUTCF®, Founding Partner 
(216) 910-1856
Email

Dale was born and raised in Cleveland, Ohio. 

 

He began his financial services career with Merrill Lynch in 1983.  He also worked at Smith Barney.  In 1999 he joined Cleveland Financial Group, where he focused on retirement and investment planning. In 2006, Dale co-founded Beacon Financial Partners in Beachwood, Ohio.  Beacon  has twelve financial advisors and a financial planning support team, all who worked previously at Cleveland Financial Group.

 

At Beacon Financial, Dale is the chairman of the investment committee. His nearly thirty years in the financial services industry have allowed him to share his perspective and market insights with clients and colleagues alike. Dale has consistently demonstrated the capability to develop and execute financial plans and investment strategies in alignment with his client’s objectives.

Dale and his wife Marcie have been married 20 years and reside in University Heights.  They have 3 children ages 19, 17, and 12.  Dale is an avid golfer.