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Phillips (Flip) Ruben, Cfp® Email & Phone Number

Vice President, Relationship Manager and Financial Planner at Cambridge Trust Company
Location: Wellesley, Massachusetts, United States 3 work roles 1 school
1 work email found @planwithvision.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email r****@planwithvision.com
LinkedIn Profile matched
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Current company
Cambridge Trust Company
Role
Vice President, Relationship Manager and Financial Planner
Location
Wellesley, Massachusetts, United States
Company size
363 employees

Who is Phillips (Flip) Ruben, Cfp®? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Phillips (Flip) Ruben, Cfp® is listed as Vice President, Relationship Manager and Financial Planner at Cambridge Trust Company, a with 363 employees, based in Wellesley, Massachusetts, United States. AeroLeads shows a work email signal at planwithvision.com and a matched LinkedIn profile for Phillips (Flip) Ruben, Cfp®.

Phillips (Flip) Ruben, Cfp® previously worked as Managing Director, Financial Planning at Wellesley Investment Partners, Llc and Founder and Principal at Vision Financial Planning, Llc. Phillips (Flip) Ruben, Cfp® holds Ba Economics from Princeton University.

Company email context

Email format at Cambridge Trust Company

This section adds company-level context without repeating Phillips (Flip) Ruben, Cfp®'s masked contact details.

*@planwithvision.com
68% confidence

AeroLeads found 1 current-domain work email signal for Phillips (Flip) Ruben, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Phillips (Flip) Ruben, Cfp®

Phillips (Flip) Ruben, Cfp® is a Vice President, Relationship Manager and Financial Planner at Cambridge Trust Company.

Current workplace

Phillips (Flip) Ruben, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Cambridge Trust Company
Cambridge Trust Company
Vice President, Relationship Manager and Financial Planner
cambridge, massachusetts, united states
Website
cambridgetrust.com
Employees
363
AeroLeads page
Company profile
View company profile Email format
3 roles · 25 years

Phillips (Flip) Ruben, Cfp® work experience

A career timeline built from the work history available for this profile.

Vice President, Relationship Manager And Financial Planner

Current
Cambridge Trust Company

Wellesley, Massachusetts, United States

Oct 2020 - Present

Managing Director, Financial Planning

Wellesley Investment Partners, Llc

Wellesley, Ma

Flip’s focus at Wellesley is to help clients shape their financial futures through an ongoing goals and values oriented financial planning approach.

Mar 2019 - Oct 2020

Founder And Principal

Vision Financial Planning, Llc

11 Chester St., Newton, Ma 02461

2002 - 2019 ~17 yrs
Team & coworkers

Colleagues at Cambridge Trust Company

Other employees you can reach at cambridgetrust.com. View company contacts for 363 employees →

JA Julie Alix Julie Alix Colleague at Cambridge Trust CompanySudbury, Massachusetts, United States View → SP Stacie Plourde, Cfa Stacie Plourde, Cfa Colleague at Cambridge Trust CompanyGreater Boston, United States View → TC Thomas Clifford Thomas Clifford Colleague at Cambridge Trust CompanyPortsmouth, New Hampshire, United States View → GW Gracie Wu Gracie Wu Colleague at Cambridge Trust CompanyCambridge, Massachusetts, United States View → NT Nelida Trevino Nelida Trevino Colleague at Cambridge Trust CompanyBelmont, Massachusetts, United States View → LL Lynne Linnehan Lynne Linnehan Colleague at Cambridge Trust CompanyWeston, Massachusetts, United States View → FA Foster Ana Foster Ana Colleague at Cambridge Trust CompanyCambridge, Massachusetts, United States View → BP Benjamin Poulios Benjamin Poulios Colleague at Cambridge Trust CompanyBoston, Massachusetts, United States View → CP Cheryl Preston Cheryl Preston Colleague at Cambridge Trust CompanyGreater Boston, United States View → AK Anita Kumari Anita Kumari Colleague at Cambridge Trust CompanyMalden, Massachusetts, United States View →
1 education record

Phillips (Flip) Ruben, Cfp® education

FAQ

Frequently asked questions about Phillips (Flip) Ruben, Cfp®

Quick answers generated from the profile data available on this page.

What company does Phillips (Flip) Ruben, Cfp® work for?

Phillips (Flip) Ruben, Cfp® works for Cambridge Trust Company.

What is Phillips (Flip) Ruben, Cfp®'s role at Cambridge Trust Company?

Phillips (Flip) Ruben, Cfp® is listed as Vice President, Relationship Manager and Financial Planner at Cambridge Trust Company.

What is Phillips (Flip) Ruben, Cfp®'s email address?

AeroLeads has found 1 work email signal at @planwithvision.com for Phillips (Flip) Ruben, Cfp® at Cambridge Trust Company.

Where is Phillips (Flip) Ruben, Cfp® based?

Phillips (Flip) Ruben, Cfp® is based in Wellesley, Massachusetts, United States while working with Cambridge Trust Company.

What companies has Phillips (Flip) Ruben, Cfp® worked for?

Phillips (Flip) Ruben, Cfp® has worked for Cambridge Trust Company, Wellesley Investment Partners, Llc, and Vision Financial Planning, Llc.

Who are Phillips (Flip) Ruben, Cfp®'s colleagues at Cambridge Trust Company?

Phillips (Flip) Ruben, Cfp®'s colleagues at Cambridge Trust Company include Julie Alix, Stacie Plourde, Cfa, Thomas Clifford, Gracie Wu, and Nelida Trevino.

How can I contact Phillips (Flip) Ruben, Cfp®?

You can use AeroLeads to view verified contact signals for Phillips (Flip) Ruben, Cfp® at Cambridge Trust Company, including work email, phone, and LinkedIn data when available.

What schools did Phillips (Flip) Ruben, Cfp® attend?

Phillips (Flip) Ruben, Cfp® holds Ba Economics from Princeton University.

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