Headshot of Jared Rubin, Bitcoin-aware financial advisor in Burlington, MA

Jared Rubin

CFP®CBDA℠
Burlington, MA

About Jared Rubin

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.

Areas of Focus

Professionals featured here generally offer both traditional wealth management services and Bitcoin aware advisory support. Common areas include portfolio integration, tax coordination, risk assessment, wealth preservation, and Bitcoin custody education.

How a Bitcoin Aware Advisor Can Help

Financial advisors with Bitcoin expertise can help integrate digital asset planning with traditional investment and retirement strategies. This includes conversations about volatility, tax treatment, retirement planning, and how Bitcoin fits alongside traditional investments.

Credentials & Licenses

CFP®CBDA℠

Why You Can Trust Jared

Verified credentials and professional qualifications

Professional Credentials
CFP®CBDA℠

Licensed and certified to provide financial advisory services

Years of Experience

5+ Years Experience in financial advisory and wealth management

Fiduciary Duty

Acts as a fiduciary, legally obligated to put your interests first

Service Area

Serving clients in Burlington, MA and surrounding areas

Firm Affiliation

Edelman Financial Engines

Important: Always verify advisor credentials and registrations through official sources such as FINRA BrokerCheck or the SEC Investment Adviser Public Disclosure database.

Questions to Ask This Advisor

When you speak with Jared Rubin, you may want to ask questions like: Consider questions about their Bitcoin philosophy, experience, services, fees, and how they coordinate with tax and legal professionals.

Related Advisor Directories

Explore other Bitcoin financial advisors and professionals in your area or with similar credentials:

Frequently Asked Questions About Bitcoin Wealth Platform

Bitcoin Wealth Platform is an independent directory, not an advisory firm. We help connect you with Bitcoin aware advisors but do not provide investment advice.

Planning Tools

If you'd like to explore future-value or retirement scenarios before speaking with an advisor, you can use our Bitcoin planning calculators.

Important Disclaimer: Jared Rubin is solely responsible for any advice they provide. Bitcoin Wealth Platform (BWP) is an independent directory and does not provide individualized investment, tax, or legal advice. Digital assets, including Bitcoin and other cryptocurrencies, involve risk of loss. Always confirm licensing and registrations (FINRA/SEC/state) before engaging any advisor. For more information, please review our full disclaimer.