Managing Director, Financial Planning

Phillips (“Flip”) Ruben is a Certified Financial Planner™ and brings with him 20 years of experience in the financial planning field. Flip’s focus at Wellesley is to help clients shape their financial futures through an ongoing goals and values oriented financial planning approach.

Prior to joining Wellesley Investment Partners, Flip was President and Founder of Vision Financial Planning, LLC, in Newton, MA. Flip graduated from Princeton University with a Bachelor of Arts in Economics. He worked in the fields of commodity and equity trading in New York City prior to moving to Boston with his family and launching his second career in financial planning. Flip has served as a past Board Member of the Financial Planning Association of Massachusetts and volunteers in the financial coaching program for cancer patients and their families at Dana Farber.

Flip was a Division 1 varsity tennis player in college and today enjoys a variety of activities including squash, skiing, hiking, travel, acoustic guitar, and of course, tennis. He and his wife have three children who reside in the US and abroad.