Rubina K. Hossain is a Certified Financial Planner™ who has attained the prestigious CFP® certification.

She specializes in preparing and presenting sound holistic financial plans to ensure clients achieve their goals. In addition to developing financial plans, she also constructs investment portfolios tailored to meet clients’ needs and works on special projects aimed at delivering the optimal client experience.

Rubina brings over 15 years of financial planning experience. She began her career in the Washington D.C. area and has worked as Managing Director of Financial Planning and as a consultant in her prior roles. 

She was selected to be Chair of the Council of Examinations at the CFP® Board. She also has conducted budgeting workshops for disadvantaged girls in middle school, and she works as a pro bono advisor at Savvy Ladies Helpline and Women in Distress.

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