whitecon-play-solid whitecon-play-triangle circle-bookmark circle-share-arrow deco-blue-ribbon deco-cash deco-giving-hand deco-graduation-cap deco-id-card deco-medal deco-people-group decocon-white-blue-ribbon decocon-white-graduation-cap decocon-white-people-group glyph-chat-action glyph-locator-map glyph-score-shield tip-modal tip-question-mark trophycon-founders-club trophycon-napfa trophycon-video-views logo-bloomberg logo-cnbc logo-cnbc-horizontal logo-fox-business logo-investopedia logo-wall-street-journal logo-yahoo-business logo-fa logo-investment-news logo-ria-biz logo-think-advisor logo-gma actcon-caret-left actcon-caret-right actcon-chat-bubbles actcon-chat-bubbles actcon-check actcon-check-circle actcon-city actcon-email actcon-external-link actcon-lightbulb actcon-location actcon-pencil actcon-phone actcon-profile actcon-social-facebook actcon-social-twitter actcon-target actcon-time-morning actcon-time-afternoon actcon-time-evening actcon-x actcon-building
Questions? Need help?
Book a Concierge!
Concierge plug ana
Cropped aaron rubin headshot

Aaron Rubin

CFP®, CPA
Werba Rubin Wealth Management, LLC
San Jose, CA
Helping Silicon Valley families achieve all that's important to them
Score:
--

Meet Aaron

625168877 200x150
Introduction - Aaron Rubin
625170290 200x150
Socially Responsible Investing - Aaron Rubin
625169950 200x150
Charitable Remainder Unit Trusts (CRUT) - Aaron Rubin
Video Transcripts

Aaron Rubin helps Bay Area families plan for retirement and other important life transitions. Through understanding the goals of his clients, Aaron brings to bear his experience and knowledge in taxation and estate planning to craft a meaningful financial roadmap.

He received his BA degree in Economics-Accounting-Spanish Literature from Claremont McKenna College in Southern California. He received a law degree from the University of Illinois College of Law, concentrating his…

Aaron Rubin helps Bay Area families plan for retirement and other important life transitions. Through understanding the goals of his clients, Aaron brings to bear his experience and knowledge in taxation and estate planning to craft a meaningful financial roadmap.

He received his BA degree in Economics-Accounting-Spanish Literature from Claremont McKenna College in Southern California. He received a law degree from the University of Illinois College of Law, concentrating his studies in taxation and estate planning. Aaron was admitted as a member of the California Bar in 2006. He received his CPA license in 2008, and his CFP designation in 2010.

In 2009, Aaron took a position at Werba Rubin Wealth Management as a Senior Wealth Manager, and has enjoyed helping his clients through all phases of life. He has been published in the CalCPA Magazine and the Certified Senior Advisor Journal. He and his wife Libby live in Pleasanton, California with their three daughters Natalie, Gwen, and Emmy.


Services offered

Investment management
Financial planning
Retirement planning
Tax planning
College planning
Real estate and mortgage advisory
Estate planning
Insurance management
Socially responsible investing

Experience with

Small business owners
Medical professionals
Business executives
Families

Fee structure

Based on % of assets

Certifications and licenses

CFP® - CERTIFIED FINANCIAL PLANNER™
CPA - Certified Public Accountant

Memberships

AICPA - American Institute of Certified Public Accountants
CALCPA - California Society of Certified Public Accountants

Education

Bachelors
JD
Spinner Loading...