Senior Vice President, Investments
Cascade Investment Group
Rob Wrubel works with individuals, nonprofit organizations and businesses on financial planning including asset management and asset protection, special needs planning, wealth transfer and retirement plans.
Rob is a parent of a daughter with Down syndrome who works with families across the country helping them implement financial plans that take into account the unique and challenging issues they face. Rob is a sought-after speaker for special needs organizations. He’s delivered workshops and talks to organizations serving people with Down syndrome, Fragile X and other disabilities.
He is the author of “Protect Your Family” his first book in the Blueprints series of books for families with a special needs member. His comprehensive financial planning book in the Blueprints series will be out soon.
Rob volunteers his time through his direct support of several organizations. He currently serves as Vice President of the Pikes Peak Community Foundation Board of Directors. He recently finished his term of service with 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’s Hospital at Memorial Hospital’s Parent Advisory Committee. He has had the great pleasure to be involved in the successful completion of a capital campaign to restore the Pikes Peak Library’s historic Carnegie Library.
Rob earned his Certified Financial Planning (CFP®) designation in 2007 and was recently awarded the Accredited Investment Fiduciary® (AIF®) designation from fi360.
Rob is a 19-year resident of Colorado Springs, Colorado and a father of three. In his leisure time, Rob enjoys hiking, running trails and other outdoor activities. Rob graduated from Wesleyan University where he earned his BA and MA. He is also a 1999 graduate of the Colorado Springs Leadership Institute.
- Series 7 licensed as Full Registration/General Securities Representative by the Financial Industry Regulatory Authority (FINRA)
- Series 65 licensed as Uniform Investment Advisor by the Financial Industry Regulatory Authority (FINRA)
- Series 63 licensed as Uniform Securities Agent by the Financial Industry Regulatory Authority (FINRA)
- Insurance license for Accident and Health, Life and Variable Products
- Certification in Long Term Care Insurance