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 63, Series 65
Industry experience
48 years
Alan Werba is a Certified Financial Planner® with 47 years of experience in financial services. He is a principal at Werba Rubin Papier Wealth Management, LLC and has held leadership roles at several affiliated firms, including serving as president of Werba Advisory Services, Inc., which provides tax preparation and consultation services. Werba also holds insurance licenses and is a real estate broker, activities that are separate from his advisory work. 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 uses a risk-based, long-term 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 · Texas
Werba Reinhard, Inc.
2008 - Present (18 years)
Werba Reinhard Holdings, Ltd.
2008 - Present (18 years)
Werba & Davis Advisory Services, LLC
2006 - Present (20 years)
LWI Financial, Inc.
1999 - Present (27 years)
Loring Ward Securities, Inc.
1999 - Present (27 years)
Werba Advisory Services, Inc.
1998 - Present (28 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
San Jose, CA
Andrey, Douglas
CFP®, Series 65
Menlo Park, CA
Oak Peak Financial
Series 63, Series 65
Mountain View, CA
Ardent Capital
CFP®
San Jose, CA
KRS Tax & Investments Inc.
CFP®, Series 65
Cupertino, CA
Akrish Financial Advisory
Series 65
Newark, CA
Cow Capital Inc
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