Paul "PJ" Rubel

Paul "PJ" Rubel

Investment Advisor Representative
(408) 573-1822

Meet Paul Rubel, but you can call him PJ. PJ is a financial advisor with True North Advisors. He helps individuals and families achieve their financial goals by providing comprehensive financial planning services. PJ believes that everyone should have access to sound financial advice, and is committed to providing his clients with the personalized and friendly service they deserve.

PJ is a fully licensed Investment Advisor Representative who holds his Series 6, 63, and 65 licenses. PJ is a licensed Life & Health insurance agent.  He also holds certifications in Annuities and Long Term Care.

PJ is passionate about helping his clients achieve their financial goals. He believes that everyone should have the opportunity to live a financially secure life, and he is committed to helping his clients make the best financial decisions for their future. PJ comes from a fitness coaching background and has a huge passion for helping people achieve their goals in all aspects of their lives. He truly cares about being a resource for his clients and wants to make sure people are improving their financial health and are having a good time while doing it.