Josh Rubin

Professional Background

Certified Financial Planner (CFP®)

4+ years of experience in Wealth Management.

Previously worked at both UBS and NewEdge Wealth.

Syracuse University

Specialties:

Financial Planning

Investment Strategy

Retirement Planning

I ran the NYC marathon in under 3 hours

Member of Cure Epilepsy Charity Champions Program

Favorite sports teams: New York Giants, Yankees, Knicks, and Syracuse Basketball/Football