Steven Rubin, CFP®
Chief Operating Officer
Steven is the Chief Operating Officer and an LPL Financial Advisor at Hege Financial Group. He is a CERTIFIED FINANCIAL PLANNER™ professional. In addition to advising clients, Steven helps the team with portfolio construction, trading, service, and asset movement. Steven plays a key part in the decision-making process for the firm’s marketing, communications, and overall practice management.
Steven has 20 years of experience in the financial services industry, having spent over a decade working in the commercial banking sector as both a commercial lender and credit analyst. He is a 2004 graduate of Appalachian State University where he graduated Summa Cum Laude with College of Business and General Honors and a degree in Finance & Banking. Steven was a recipient of the prestigious Chancellor’s Scholarship, which is the top academic scholarship at Appalachian State University.
Steven and his wife Anna have two children, Lincoln and Silas. Outside of work, you can find Steven coaching youth soccer and occasionally youth basketball or baseball while enjoying various other sports and recreation activities with his children.
