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Certifications: CFP®, CRPC®, AAMS®

Joseph Tribuiani

Joseph M. Tribuiani is a Financial Advisor at Evensky & Katz / Foldes Wealth Management, bringing strong technical expertise and a thoughtful approach to financial planning. Since joining the firm in November 2025, he has been leveraging his background in retirement planning, investment management, and long-term financial strategy to support the advisory team and deepen his planning experience. Joseph holds the CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Retirement Planning Counselor℠ (CRPC®), and Accredited Asset Management Specialist™ (AAMS®) designations, reflecting his commitment to rigorous planning and professional excellence. He earned a Bachelor of Arts in Economics from the Boston College Honors Program and completed the CFP® program at New York University. 

Prior to joining Evensky & Katz / Foldes, Joseph gained experience in financial services where he developed expertise in investment analysis, retirement planning, and portfolio construction. He applies this knowledge to support the firm’s planning process, assisting with analysis, plan preparation, and account implementation, while building the skills needed to provide personalized guidance to clients in the future. Known for his analytical mindset and clear communication, Joseph is focused on continuing to grow as a trusted financial professional. 

Outside of work, Joseph enjoys staying active, exploring new restaurants, spending time with family and friends, and pursuing his interest in cars. He is committed to ongoing learning and professional growth and looks forward to developing his advisory experience while contributing to the firm’s mission of helping clients plan with confidence.