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). He has taken courses in trusts, gifts and estates, federal taxation of income, portfolio management, the psychology of financial planning, and estate planning.
Josh is a soccer enthusiast (he played at Bentley) and enjoys playing in his free time. Along with soccer, Josh is also a Boston sports fan and tries to catch games at the Garden whenever possible.