Rubin Legacy Financial

Preserve Wealth.
Build Legacy.

Through thoughtful financial and tax planning, we guide you toward clarity and confidence — so you can focus on what truly matters to you.

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ABOUT ME

Crafting Financial Legacies with Precision and Trust

I’m Elisha Rubin, a U.S. Certified Public Accountant (CPA) and Certified Financial Planner™ (CFP®) with over 13 years of experience helping individuals and families simplify their finances and make smart, tax-efficient decisions — especially those navigating life between the U.S. and Israel.

My passion for this work comes from personal experience. Years ago, I helped a close family member through a financial situation that felt confusing, overwhelming, and stressful. I realized how empowering it is to turn that chaos into clarity — and I’ve been doing that ever since, one client at a time.

 
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OUR SERVICES

Personalized Strategies
for Real-Life Financial
Success

At Rubin Legacy Financial, we offer a full suite of personalized financial planning and US tax advisory services — tailored to you. Our approach blends deep expertise with a calm, clear process, helping you navigate complexity and build a secure financial future with confidence.
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Financial Planning
  • Gain clarity and confidence in your financial future
  • Make intentional financial decisions that reflect your goals and values
  • Integrated planning for U.S. and Israeli accounts
  • Retirement, investment, and cash flow strategies that work across borders
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Tax Planning & Compliance
  • Feel confident that your taxes are handled with care and precision
  • Reduce surprises and stay ahead with proactive planning
  • Expert guidance on U.S. and cross-border tax compliance
  • Specialized support for complex filings like equity compensation, PFICs, and foreign corporations
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Legacy & Estate Planning
  • Plan with clarity and confidence for the people you love
  • Create a lasting legacy that reflects your values
  • Navigate cross-border inheritance and estate issues
  • Trusted guidance for dual U.S.-Israeli families
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Working With Rubin Legacy Financial
Means More Than Just Numbers

Confidence Through Clarity

We simplify complicated systems so you can make confident decisions — even when life gets messy.

Personal Support Always Within Reach

No barriers, no delays — prompt, personal support from someone who knows your situation.

Less Stress More Headspace

When your financial life feels calmer, you free up energy for the people and priorities that matter most to you.

Secure Intentional Aligned

When your financial life reflects your values and goals, it’s easier to feel calm, focused, and in control. We help you build systems that are purposeful, protective, and truly your own.

Schedule A Complimentary 15
Minute Strategy Session

 This brief strategy session is a chance to understand your needs, answer your questions, and explore how we might be able to help — in a clear and relaxed way.
Schedule a Call

What Our Clients 
Say

I always dreaded filing taxes — until I started working with Elisha. He made the process smooth and took the time to explain things I never understood before. I’m so relieved knowing I’m in good hands, and I no longer feel stressed when tax time comes around.

— Rachel G. Physical Therapist

Moving to Israel came with so many financial unknowns. Elisha helped me navigate both the U.S. and Israeli tax systems with clarity and patience. I now feel fully aligned and compliant on both sides."

— Dr. David L.

For years, we had no idea if we were on track for retirement. Elisha broke everything down so clearly — income, pensions, investments — and showed us exactly what was possible. For the first time, we feel like we have a real plan and a real timeline.

— Michael & Naomi R. Retired Educators

As a small business owner juggling U.S. and Israeli obligations, I was constantly second-guessing whether I was doing things right. Elisha brought structure and strategy to everything — from filings to planning — and now I finally feel confident that nothing’s falling through the cracks.

— Shira M. Small Business Owner

I had so many questions about my equity compensation — RSUs, ESPPs, and how everything is taxed in the U.S. versus Israel — and it all felt confusing and high-stakes. Elisha broke everything down in a way that finally made sense. I left our session not just with clarity, but with real direction in the decisions I was making.

— Noam T. Tech Product Manager

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