Phillips H. Ruben,  CFP<sup>&reg;</sup> - Financial Advisor

Phillips H. Ruben, CFP®

First Vice President & Sr. Relationship Manager

Cambridge Trust

75 State St., 18th Floor
Boston, MA 02109
FINANCIAL ADVISOR'S WEBSITE
(781) 489-7037

General

Phillips Ruben is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Cambridge Trust in Boston, MA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Fixed annuities

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Banking, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Disaster Recovery, Investment Management, Estate Planning, Limited Partnerships, Employee Benefits, Getting Divorced, Mutual Funds, Irregular Income, Getting Married, Real Estate, Job Loss, Insurance, Life Planning, Retirement, Stocks & Bonds, Tangible Assets, Starting a Family, Succession Planning, Long-term Care, Medical & Health Issues, Sudden Wealth, Men's Finances, Nontraditional Households, Personal Taxes, Women's Finances

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