Andrew Rubin

Commander
DISC Type : D

Wealth Management Advisor/Managing Director at Northwestern Mutual

San Diego, California, United States

Overview

Andrew Rubin is a Wealth Management Advisor and Managing Director with Northwestern Mutual, a role he has held since 2001. Recognized by Forbes as a Best-In-State Top Financial Security Professional for 2025, he holds a Bachelor of Science in Business with an emphasis in Finance from California State University San Marcos.

Outside of work, Andrew leads an active lifestyle in Carlsbad with his wife, Lisa. He enjoys scuba diving, surfing, yoga, and playing poker. He is also actively involved in several local organizations, including the Carlsbad Chamber of Commerce and Alexs Lemonade Stand.

Before starting his career in finance, Andrew spent seven months in the Caribbean fulfilling his dream of teaching scuba diving.

Personality Overview

Candid & Clear

Risk-Taker

Decisive

They respond better to strong and respectful interactions.  They take a lot of pride in personal achievements. They like to move fast and expect the same from others.

Topics They Care About

Financial Security
His professional mission is to provide clients with expert guidance to help them achieve a lifetime of financial security.
Wealth Management
As a Wealth Management Advisor, he focuses on complex financial issues and helps clients protect and preserve their assets long-term.
Scuba Diving
He is a passionate scuba diver and certified instructor who once taught professionally in the Caribbean and runs a side business called Underwater Excursions.

Media Appearances

Andrew has no verified media appearances

Work History

4-2015
Wealth Management Advisor/Managing Director at Northwestern Mutual
1-2013
Financial Advisor / Managing Director at Northwestern Mutual
1-2013
Wealth Management Advisor at Northwestern Mutual

Education

1998 - 2000
Bachelor of Science from California State University San Marcos

More Information

Social Presence :

Prographics :

Exp : 12 Location : San Diego, California, United States Job Level : Mid-senior Designation : Wealth Management Advisor/Managing Director at Northwestern Mutual
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Insights For Selling To Andrew

During A Call Or A Meeting

DO's

  • Help them weigh the risks by sharing objective proof points without becoming too analytical
  • Objectively showcase the impact that your product creates
  • Use phrases like ‘it’s your decision’, ‘strategic impact’ etc.

DONT's

  • Don’t be in a rush to invite them for a social meet and greet
  • Do not hesitate from asking counter questions, just avoid challenging their authority
  • Don’t focus on process and rules, give the impression of being a ‘gets it done’ person

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Andrew is

  • Conviction around the impact matters the most to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Andrew

  • If they are not convinced, they will say no without any hesitation.

Insights For Deal Planning

    How fast (or slow) will Andrew move?

  • They can reach decisions fairly quickly if they are convinced.
  • Can Andrew take some risk or not?

  • They don’t mind risks but can be quite binary about them.

You And Andrew

Personality Compatibility


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