David Albert, CPA, CFP, ESQ., and R&M Wealth Management, LLC

Email: dalbert@rubino.com

“My goal is to put my feet into my client's shoes, offer the best advice possible and exceed my clients' expectations.”

Experience

Dave is a shareholder at Rubino & Company and is responsible for managing his diverse tax practice, including closely held businesses, individuals, estates, and trusts. He also oversees the wealth management practice of the firm and is a practicing attorney. With more than 30 years of experience, Dave brings a level of excellence that clients can rely upon.

Licenses and Designations:

  • Certified Public Accountant
  • Bar Memberships-Maryland, D.C. and Virginia
  • Series 7, 31 and 65 securities licenses
  • Life and Health Insurance license
  • Certified Financial Planner (CFP®)

Member of:

  • American Institute of Certified Public Accountants (AICPA)
  • American Bar Association
  • Greater Washington Society of Certified Public Accountants
  • Maryland Association of Certified Public Accountants
  • Virginia Society of Certified Public Accountants
  • Maryland, DC and Virginia Bar Associations

EDUCATION

  • Georgetown University Law School – Master of Laws
  • Graduated with distinction
  • Washington School of Law at American University – Juris Doctor
  • Wharton School at the University of Pennsylvania – Bachelor of Science in Economics with a concentration in Accounting
  • Graduated magna cum laude