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.

I founded Rubin Legacy Financial to provide more than just technical answers. I give people a clear, realistic plan they can actually follow — one that’s rooted in strategy, aligned with their goals, and flexible enough to grow with their lives. Whether it’s dealing with equity compensation, planning for retirement, or coordinating U.S.-Israel tax obligations, I help clients feel confident, capable, and calm.

What sets my practice apart is the deeply personal touch I bring to every relationship. I work closely with each client, taking the time to understand your story, your values, and what financial success means to you — then building a plan to help you get there.

Let’s build your plan — and your peace of mind — together.