Cambridge Trust
Flip Ruben, CFP®, has a work experience spanning over two decades in the financial planning industry. From 2002 to 2019, they served as the Founder and Principal of Vision Financial Planning, LLC. In 2019, they joined Wellesley Investment Partners, LLC as the Managing Director of Financial Planning. Currently, Flip holds the position of Vice President, Relationship Manager, and Financial Planner at Cambridge Trust Company, which they joined in October 2020.
Phillips (Flip) Ruben, CFP®, received their Bachelor of Arts degree in Economics from Princeton University. Phillips (Flip) attended Princeton University from 1979 to 1984.
Cambridge Trust
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Cambridge Trust is dedicated to providing private banking, business banking, and wealth management services. Visit one of their Boston area branches today.