Rob Wrubel works with individuals, nonprofit organizations and businesses on financial planning including, asset management and protection, special-needs planning, wealth transfer and business retirement plans.

His middle daughter has Down syndrome and he is recognized as a leading expert on planning for families with special needs members. Rob is the 2018 IBPA Benjamin Franklin™ silver award-winning author of Financial Freedom for Special Needs Families” as well as “30 Days to Your Special Needs Trust.” He speaks regularly to family organizations serving people with developmental disabilities as well as to groups of professionals serving adults with developmental disabilities and their families.

Rob is committed to his community. volunteers his time through his direct support of several organizations. He served as Vice-President of the Pikes Peak Community Foundation Board of Directors. He served on the Cheyenne Village Board of Directors where he acted as Board President. Rob has served on the Board of Directors of the Colorado Springs Down Syndrome Association, as President of the Board of Directors for CASA of the Pikes Peak Region, on the Ronald McDonald House Charities Board of Southern Colorado as Treasurer, the Board of the Colorado Fund for People with Disabilities and The Children’s Hospital at Memorial Hospital’s Parent Advisory Committee. He has had the great pleasure to be involved in the successful completion of a capital campaign to restore the Pikes Peak Library’s historic Carnegie Library.

Rob holds the Certified Financial Planning (CFP®) designation, the Accredited Investment Fiduciary® (AIF®) designation from Fi360 and the Accredited Estate Planner (AEP®) designation from the National Estate Planning Council.

Rob is a resident of Colorado Springs, Colorado and a father of three.  In his leisure time, he enjoys hiking, running trails and other outdoor activities. Rob graduated from Wesleyan University where he earned his BA and MA.  He is also a 1999 graduate of the Colorado Springs Leadership Institute.

Firm Description

Special-Needs Planning

Rob Wrubel provides special needs financial planning services, investment advice and delivers workshops designed to help families with a member with special needs, the professionals who serve them and the nonprofits that support them.

Rob created a planning process for families with a special needs member called Blueprints. He helps families navigate the confusing world of special needs planning. Rob is a sought-after speaker and for more than 13 years he has delivered workshops and talks to families and professionals serving people with Down syndrome, Autism, Fragile X and other intellectual and developmental disabilities.

Hours

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