Planning for a family member with special needs means planning for a second generation.
Rob Wrubel, CFP® AIF® AEP®
About Rob Wrubel, CFP® AIF® AEP®
Rob Wrubel, CFP® AIF® AEP® is recognized as a leading expert on planning for families with special-needs members. Rob is the best-selling and award-winning author of “Financial Freedom for Special Needs Families” who speaks regularly to organizations serving people with developmental disabilities as well as to groups of professionals serving adults with developmental disabilities and their families. He is a partner at Cascade Investment Group, Inc. where he works with individuals, nonprofit organizations and businesses on financial planning, asset management, special-needs planning and business retirement plans. He can be reached at [email protected], 719-632-0818 or through www.robwrubel.com.