Josh Trubow, MSFP, CFP®
Senior Wealth Advisor

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Josh is a Senior Wealth Advisor in the Beacon Pointe Waltham, MA office. He brings extensive experience in investment operations, tax planning, and financial planning, with a passion for helping individuals and families achieve long-term financial success. Prior to joining Beacon Pointe through its acquisition of Sensible Financial Planning in 2025, Josh began his career as an Investment Operations Analyst at Sensible, where he advanced into advisory roles. Earlier in his career, he worked at a tax accounting firm, assisting individuals and small businesses with tax preparation and filing. He has also volunteered with the Volunteer Income Tax Assistance (VITA) program. Josh earned both a B.A. in Finance and an M.S. in Financial Planning from Bentley University and is a CERTIFIED FINANCIAL PLANNER® (CFP®) professional. As a lifelong soccer enthusiast and former collegiate player at Bentley, Josh enjoys staying active on the field and is an avid Boston sports fan who can often be found cheering on his teams at the Garden.