Advisor at Werba Rubin Papier Wealth Management, LLC
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Firm
Werba Rubin Papier Wealth Management, LLC
Location
San Jose, CA 95112
Credentials
CFP®, Series 66
Industry experience
17 years
Aaron Rubin is a CFP® and Series 66-licensed financial advisor with 17 years of industry experience. He has been with Werba & Davis Advisory Services since 2008 and currently practices at Werba Rubin Papier Wealth Management, LLC in San Jose, CA. Outside of advisory services, he provides tax accounting services, including tax return preparation and consulting. Werba Rubin Papier Wealth Management offers discretionary and non-discretionary investment management, financial planning, and pension consulting to individuals, high-net-worth clients, charitable organizations, and retirement plans. The firm applies a risk-based investment approach grounded in Modern Portfolio Theory and manages approximately $1.13 billion in assets across a team of seven advisors.
Based on Werba Rubin Papier Wealth Management, LLC
Based on Werba Rubin Papier Wealth Management, LLC
$0 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.85% $5,000,001 - $10,000,000: 0.55% $10,000,001+: 0.25%
Account minimum: $500,000
1732 North 1 St Street, Suite 220
San Jose, CA 95112
California
Werba & Davis Advisory Services
2008 - Present (18 years)
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