Rubi began her financial services career in 2003, holding several roles at Bank of America, Merrill Lynch, and Epstein & White before joining Mercer Advisors in 2021. She has a wealth of knowledge and experience in client servicing and operational management.
In her role, Rubi is committed to supporting her team in delivering exceptional client service and empowering team members to foster a collaborative culture that prioritizes professional growth. She is dedicated to building meaningful relationships, fulfilling clients’ financial needs, and contributing to their success.
Rubi holds a Bachelor of Arts in applied arts and sciences from San Diego State University and is fluent in both English and Spanish. She resides in Fillmore, California, enjoying a busy household life with her husband, two sons, and a daughter. Rubi credits her career and life experiences with shaping her strong sense of responsibility, organization, and communication skills.
A San Diego native and art lover, Rubi volunteers as the muralist director for Operation Project Hope, helping to beautify elementary schools with artwork, landscaping, and more.
San Diego
9740 Appaloosa Road Suite 150 San Diego, California 92131