For over two decades, we have helped people protect their life’s work by providing them with strategies and solutions for their retirement needs.
We are capable of handling the many aspects of retirement planning, such as investment planning, creating your own pension or income plan, protecting assets from future potential nursing home costs, as well as creating estate plans to help protect your assets for your family.
Our approach is simple: We offer real solutions to today’s problems.
In 1974, at the young age of 9, Sam immigrated with his parents to the US from Hong Kong. He spent his first year in the states learning English while enrolled in elementary school. During his college days at UMass Lowell, he worked many jobs to pay for his tuition, and was awarded the prestigious Francis Lowell Cabot award for Young Alumni of the Year.
Sam understands what it means to work hard. That’s why he’s passionate about helping his clients keep what they’ve worked hard for all of their lives so they can enjoy a worry-free retirement. He’s been doing this since 1990. In the early years, when Sam (and now retired partner Richard Rubino) started this company, it was just the two of them, a desk, and a phone.
Fast-forward 25 years, Sam and his partners have helped educate and guide thousands of people from all walks of life to and through retirement. With a full and knowledgeable staff, along with direct relationships with CPAs and lawyers concentrating in estate planning, Rubino & Liang Wealth Partners is always ready to help its clients plan for a comfortable retirement.
Some of Sam’s past achievements include being the recipient of the 1999 Boston Business Journal’s 40 Under 40 award, given to 40 business and civic leaders in the greater Boston area for their outstanding accomplishments in their business communities. In 2000, he also received the prestigious Francis Lowell Cabot award as the Alumni of the Year for the University of Massachusetts – Lowell.
In 1999, Sam was named one of the rising “40 under 40” in greater Boston in the Boston Business Journal. He was also awarded the prestigious Five Star Wealth Manager award. His work has been featured in Forbes, FOX business, Fortune, MSNBC, Money, the Boston Globe and Boston Herald. Along with Emmy award reporter Susan Wornick, he has contributed to FOX television’s show Around Town, as well as other TV appearances. He’s the co-author of two books, No Blood, No Money and Just Don’t Lose the Money.
Sam’s proudest accomplishment is his family – his wife, Eileen and their four children, Devin, Samantha, Ethan and Harrison. He lives in Bedford, MA, is a member of the board of trustees at Lawrence Academy in Groton, MA and enjoys traveling with his family in his spare time (and attempts to play golf).
John Conley has been with Rubino & Liang since 1996. Before entering the financial industry, John served in the United States Marine Corps from 1990-1994 and achieved the rank of Corporal Non-Commissioned Officer.
With almost 20 years of experience in the industry, John focuses on strategies to help meet the various needs of clients, such as retirement planning, asset accumulation, college funding, and retirement income solutions. He is a Licensed Series 6, 63, 65, and Life advisor in MA, NH, RI, and FL. John provides financial and investment advice and personally manages his clients’ investment portfolios as a fiduciary advisor.
John is a resident of Canton. He and his wife, Suzanne, have four children. John enjoys coaching and attending his kids’ sporting events, volunteering in his community, golfing, and spending time with his family.
John Conley is an Investment Advisor Representative of Retirement Wealth Advisors, Inc. (RWA), 89 Ionia NW, Suite 600, Grand Rapids, MI 49503 (800) 903-2562. Investment Advisory Services are offered through RWA. Rubino and Liang, LLC and RWA are not affiliated.
Ryan Marston joined Rubino & Liang in 2009 so he could help assist pre-retirees and retirees with strategies that get them closer to maintaining a happy, stress-free lifestyle. Ryan is Series 65 licensed, provides financial and investment advice, and personally manages his clients’ investment portfolios as a fiduciary advisor.
After graduating from the University of Connecticut with a major in economics, Ryan entered the financial industry at Bank of America Investment Services. Ryan currently lives in Natick with his wife, Ashley, and son, Cody. In his free time, he enjoys maintaining an active lifestyle, running, golfing, and spending time with his family.
Ryan Marston is an Investment Advisor Representative of Retirement Wealth Advisors, Inc. (RWA), 89 Ionia NW, Suite 600, Grand Rapids, MI 49503 (800) 903-2562. Investment Advisory Services are offered through RWA. Rubino and Liang, LLC and RWA are not affiliated.
Bobbi has been part of the Rubino & Liang family since 1999. She wears many different hats at Rubino & Liang. On any given day, you may find her running a seminar, managing social media, planning client appreciation events, giving client support, or simply making sure Rubino & Liang’s office runs smoothly. You may have even heard her on Sam and Rich’s weekly talk show, Just Don’t Lose the Money.
Bobbi holds a BFA from Emerson College and lives in North Easton with her husband and their rescue Chihuahua, Sandy. She enjoys writing books and spending quality time with family and friends.
Regina joined the Rubino & Liang team in early 2018 as an Administrative Assistant/Director of First Impressions. Regina enjoys being the first person to greet clients as soon as they walk in the door. She makes sure that the office is organized while helping prepare for daily meetings and making delicious cookies for clients.
She holds a BS from Framingham State University and lives with her husband in Waltham. Outside of the office, she enjoys vacationing in Disney, skiing, and spending time with her friends and family.
Beth joined the Rubino & Liang family in 2010. Rubino & Liang are proud of their exemplary customer service, and Beth is the person who makes sure we live up to those standards, all the way from processing business to addressing any client concerns or questions.
Beth graduated from Bridgewater State College with a BS in General Management. She lives in Brockton with her husband, three children, and spoiled mini-schnauzer, Lucy.
After graduating from Framingham State College with a B.A. in Communications, Adam quickly discovered his passion for helping small businesses connect with their audience.
With over 10 years of experience working in an array of industries to help businesses with their marketing and promotions needs, Adam joined the Rubino & Liang Wealth Partners team in 2019 to help in sharing the knowledge of wealth management and retirement income planning that the rest of the team possesses with those who are looking for help in their retirement planning process.
When not discussing strategic marketing plans, Adam enjoys going to music shows and spending time with his wife, daughter, and pets.
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Ryan Marston and John Conley are Investment Adviser Representatives of Retirement Wealth Advisors, Inc. (RWA), an SEC Registered Investment Advisor. Rubino & Liang Wealth Partners, LLC and RWA are not affiliated. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.
This information is designed to provide general information on the subjects covered; it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Rubino & Liang Wealth Partners, LLC and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.
Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any references to protection benefits or lifetime income generally refer to fixed insurance products. They do not refer in any way to securities or investment advisory products or services. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Retirement Wealth Advisors, Inc. Insurance and annuities offered through licensed professionals of R & L Insurance Agency, LLC. MA Insurance License #1783398.
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