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Our History

Client Centered

Balance Financial Solutions was created by Peter Rubincam, a dedicated planner in the financial service industry for over 20 years. Prior to his career in finance, Peter competed globally as a professional athlete on the World Cup Snowboard tour. A graduate of the University of Pennsylvania in Philadelphia, Peter has extended experience at the Vanguard Group and Janney Montgomery Scott before launching Balance Financial Solutions. He loves and lives in Philadelphia with his wife and three sons…all of whom keep his passion for snow, surf, and bikes, very much alive.