Broker Check
Marsha Rubin CPA, CFP®

Marsha Rubin CPA, CFP®

Financial Advisor

Marsha has been a CPA since 1977, a CFP® certificant since 1987, and has an MBA from the Wharton School of the University of Pennsylvania.

Marsha is passionate about helping her clients succeed, simplifying their lives, and providing suitable investment recommendations.

Marsha considers herself the equivalent of the old family doctor. "I make house calls, if needed. I make every effort to know and understand my clients and their situations. What I am striving for is to take my knowledge and experience, and to be able to look out of my client’s eyes and see what seems to make sense for them."

Marsha lives and works in Wallingford, PA.