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).

NAPFA Start Date

March 16, 2012


This Office

203 Crescent St Ste 404 Waltham, MA 02453-3496 Phone: (781) 642-0890 Fax: (617) 812-6138