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At a glance

Discipline: Financial Planner
Designations: CFP®
Firm: Cerity Partners
Website: ceritypartners.com (opens in a new tab)
Located: Sonoma

Jack Rabuck

Financial Planner

Cerity Partners — Sonoma

Areas of work

Analyzing proposed transactions for estate and gift tax implications
Charitable gift planning
Developing strategies to minimize potential estate and gift taxes
Developing plans to conserve assets during lifetime and at death
Retirement distribution planning
Preparing comprehensive financial plans

At the council

Attends the dinner meetings through the October–May season and is listed in the member directory by discipline.