Jack Rabuck (CFP®)

Jack Rabuck focuses in the
following client markets or areas of practice:

  • Business Owners
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Retirement Planning & Distribution Rules

Planning Specialties

I specialize in the following three areas:

Cash flow and investment management for retirees and those within 10 years of retirement.

Ultra-high net worth planning, including intergenerational transfer and tax planning. 

Business owners, especially those contemplating a liquidity event.

NAPFA Start Date

February 28, 2018


This Office

1111 Broadway 3rd Floor, WeWork Oakland, CA 94607-4139 Phone: (510) 925-1668