Joshua Trubow (CFP®, MSFP)

Joshua Trubow focuses in the
following client markets or areas of practice:

College/Education Planning

Investment Advice with Ongoing Management

Retirement Plan Investment Advice

Retirement Planning & Distribution Rules

Tax Planning

Additional Information

Josh Trubow joined Sensible Financial® in 2011 as an Investment Operations Analyst. Prior to joining Sensible Financial he worked as an associate at a tax accounting company helping individuals and small businesses prepare and file their taxes. Josh has volunteered with the Volunteer Income Tax Assistance (VITA) program and is passionate about helping to give back to his community.

Josh earned both a B.A. in Finance and an M.S. in Financial Planning from Bentley University. He is a CERTIFIED FINANCIAL PLANNER™ Certificant and an active member of the National Association of Personal Financial Advisors (NAPFA).