{"id":71,"date":"2017-02-10T09:43:25","date_gmt":"2017-02-10T16:43:25","guid":{"rendered":"http:\/\/sscascadeinv.wpengine.com\/?page_id=71"},"modified":"2024-03-01T14:19:48","modified_gmt":"2024-03-01T21:19:48","slug":"rob-wrubel-cfp-aif-aep","status":"publish","type":"page","link":"https:\/\/ciginc.net\/our-people\/rob-wrubel-cfp-aif-aep\/","title":{"rendered":"Rob Wrubel, CFP\u00ae<\/sup> AIF\u00ae<\/sup> AEP\u00ae<\/sup>"},"content":{"rendered":"

President\"\"<\/a><\/strong><\/p>\n

Check the background of this investment professional on FINRA BrokerCheck<\/a><\/span><\/p>\n

Rob Wrubel is the President of Cascade Investment Group, Inc. and he works with individuals, nonprofit organizations and businesses on financial planning including, asset management and protection, special-needs planning, wealth transfer and business retirement plans.<\/p>\n

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\u2122 silver award-winning author of Financial Freedom for Special Needs Families\u201d as well as \u201c30 Days to Your Special Needs Trust.\u201d 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.<\/p>\n

Rob is committed to his community. He 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\u2019s Hospital at Memorial Hospital\u2019s Parent Advisory Committee. He has had the great pleasure of being involved in the successful completion of a capital campaign to restore the Pikes Peak Library\u2019s historic Carnegie Library.<\/p>\n

Rob holds the Certified Financial Planning (CFP\u00ae<\/sup>) designation, the Accredited Investment Fiduciary\u00ae<\/sup>\u00a0(AIF\u00ae<\/sup>) designation from Fi360 and the Accredited Estate Planner (AEP\u00ae<\/sup>) designation from the National Estate Planning Council.<\/p>\n

He joined the Board of Directors of the Eastern Colorado Bank in 2024.<\/p>\n

Rob is a resident of Colorado Springs, Colorado and a father of three.\u00a0 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. \u00a0He is also a 1999 graduate of the Colorado Springs Leadership Institute.<\/p>\n

Professional Licenses:<\/strong><\/p>\n