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Peter Rubincam

Peter Rubincam has been in the financial services industry since 1999. A graduate of the University of Pennsylvania, Peter spent 5 years competing as a professional snowboarder. Upon retirement from global competition, he gained valuable financial services experience at The Vanguard Group, working in Institutional Services; Brokerage Services; and later recruited for The Vanguard Center for Excellence. Having a desire to work more closely with clients to achieve their financial goals, Peter left Vanguard to work as a Financial Consultant at Janney Montgomery Scott, a regional broker/dealer headquartered in Philadelphia. There he built his client base with trust and communication as the cornerstones of his practice.

After 11 years experience with two financial services industry leaders, Peter decided the financial market turmoil resulted in an environment where people needed financial advice from a trusted source who works for the client, not Wall Street.  Consequently, he launched Balance Financial Solutions to bring personalized financial service back into the marketplace.

Peter enjoys life in the Philadelphia area with his wife and three boys.