Ruben Levisman
Financial Advisor|MBA, CLTC®
Personal
Ruben is a born and raised Miami native. He is a Columbus High School 1992 graduate and FIU alumni. He currently resides in Broward county with his wife Ari and three children, Toni, Alec and Emme. He enjoys spending time with his family and friends as well as coaching his sons baseball team.
Professional
Ruben has been challenging clients to plan for financial security for almost ten years now. Early in his career, he established himself as a leader both in his firm as well as within the industry by cultivating relationships based upon integrity, knowledge and commitment. Ruben's dedication to his clients has helped him develop an elite team of specialist with an array of skills and talents with the goal of delivering the best possible results and service for his clients.
Ruben Levisman and his team help doctors, executives, professional athletes, and business professionals achieve financial security through diligent cash flow management, insurance planning, saving enough to meet their long-term goals, and disciplined investing strategies. Ruben believes that by helping his clients plan strategically, he can help them achieve tax efficiencies that are often overlooked. He also helps clients achieve their goals by following sound investment principles, paying close attention to risk-reward relationships, and by helping clients stick to their long-term plan (regardless of short-term market movements).
Years of Experience
Representing Northwestern Mutual since 2009.
Education
- Florida International University - Communications (BA)
- Florida International University - Business (Masters of Business Administration)
Awards and Recognition
- National Association of Insurance and Financial Advisors Quality Award 2013-2014
- Award recognizing commitment to excellence in service to clients and industry
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
