
Jared Rubin is the Director of Financial Planning at Edelman Financial Engines, where he leverages over a decade of experience in financial planning to guide clients toward achieving their life goals and financial well-being. Jared is dedicated to creating personalized strategies that provide peace of mind and empower individuals to pursue their dreams. His expertise in financial planning is complemented by a deep understanding of his clients' needs, allowing him to deliver tailored solutions that foster long-term success.
Throughout his career, Jared has demonstrated a commitment to ongoing professional development, ensuring he stays at the forefront of industry trends and best practices. This dedication not only enhances his skill set but also enriches the service he provides to clients. Jared’s approach is centered around building meaningful relationships, grounded in trust and transparency.
Outside of his professional endeavors, Jared enjoys spending time in nature, often hiking in the mountains with his wife and two daughters. He believes in the importance of balancing work and personal life, and he continually seeks to expand his knowledge and skills in various areas.
Verified credentials and professional qualifications
Licensed and certified to provide financial advisory services
5+ Years Experience in financial advisory and wealth management
Acts as a fiduciary, legally obligated to put your interests first
Serving clients in Burlington, MA and surrounding areas
Edelman Financial Engines
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