Broker Check

Branden Rubasky, CFP®

310.375.4847

Behavioral Finance The Wild West of Data Theft Supporting Local Business In a Crisis Retiring in a Post-Pandemic World
Agent Photo

Helping You Reach Your Financial Destination.

Safely and On Time.

I am Branden Rubasky, CFP®, a financial advisor in Torrance, California.  My team and I work with a limited number of families in the South Bay to help them identify and achieve their financial goals and objectives.  We will help you prepare for tomorrow by encouraging you to focus on what you can control today.  Whether your goal is saving for retirement, college or something else important to you, our personalized service focuses on your specific situation.

Our team members have years of experience in financial planning. We look forward to building a long and successful financial planning relationship with you.  Please call me directly at (310) 375-4847 or (310) 373-7351 .


Helpful Content

The Other Sure Thing

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

Fallen Tree Damage—Who Pays?

Fallen Tree Damage—Who Pays?

Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.

Medicare Advantage 101

Medicare Advantage 101

Overview of Medicare Advantage, what’s in them, special rules, and more.

 

Four Really Good Reasons to Invest

There are four very good reasons to start investing. Do you know what they are?

Ways to Supplement Your Medicare Coverage

There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.

Mastering Mobile Lingo

Do you understand these common mobile slang terms?

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.

How to Conquer the World - 5 Financial Strategies for Savvy

Learn more about women taking control of their finances with this infographic.

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

View all articles arrow

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

View all calculators arrow

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

View all presentations arrow

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Supporting Local Business In a Crisis

Want to ensure your favorite local spots are around after the pandemic? Learn how to support your community in this video.

View all videos arrow