Rubio & Son
Proudly Serving Houstonians For Over 15+ Years
Our firm provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality.
Our Story
Founded in 2005 by business partners Cindy Rubio and Santiago Son, Rubio & Son rose into the multi-faceted financial corporation it is today. From humble beginnings, the Rubio & Son offices started out inside of Cindy’s parent’s home located in Houston, Texas. While balancing full-time jobs in hospitality and finance, Cindy and Santiago’s entrepreneurial spirit propelled them to simultaneously manage clients during evenings and weekends.
After 10 years as a dedicated part-time financial company, both partners decided to focus their passion-for-numbers and customer service, into a full-time business. Cindy resigned as the Chief Financial Officer of a luxury hotel management group and Santiago left the hospitality industry after resigning as General Manager from the distinctive Marriott Hotel family. By 2015, Rubio & Son offered a variety of tax preparation and financial services to clients including close family and friends, which continue to support the company’s steady growth.
The company continues to be owned and operated by Cindy Rubio who is now Cindy Son and her husband Santiago Son. The business partners turned partners for life when they married in 2016. As the company grew so did their family after welcoming their daughter into the world 2 years later. Their always blossoming partnership shares a love of family, community, and entrepreneurship. This is why Cindy and Santiago have been successful in developing a genuine and authentic clientele for over 15 years.
Rubio & Son is dedicated to financial guidance among individuals and small business owners. With an expansive portfolio, clients benefit from a network of companies ranging from contractors, restaurants, retail stores, and non-profit organizations. Additionally, the year-round availability of services provided versus only seasonal access, allows clients to attain the latest information when needed from a reliable and knowledgeable resource. No matter where clients are in their journey to financial freedom, Rubio & Son is here to help.
Mission
Our mission is to offer comprehensive tax services, bookkeeping best practices, and business solutions to clients across the US. Through innovative and personalized guidance, Rubio & Son aims to deliver quality financial expertise to individuals, non-profits and businesses alike.
Vision
As a trusted and reputable financial firm, our vision is to be the premier financial advisory resource that empowers individuals, nonprofits and businesses as they transition through life’s cycles to financial freedom.
Core Values
We believe in acting with integrity, passion, and purpose in order to
maintain our mission to serve and vision to empower. Through our
leadership we hope to inspire, encourage, and motivate our
employees to deliver quality service that makes a difference to
clients lives.