Aaron Rubin, JD, CPA, CFP®

Senior Wealth Manager

Aaron Rubin brings a wealth of diverse financial experiences. He believes that a comprehensive wealth plan should both grow and defend assets.

He received his BA degree in Economics-Accounting-Spanish from Claremont McKenna College. He received a law degree from the University of Illinois College of Law, and was admitted as a member of the California Bar in 2006. He is licensed as a certified public accountant, and has also obtained licensing as a life, health and property and casualty insurance agent in the state of California. Aaron also received his CFP® designation.

Prior to joining Werba Rubin Wealth Management Aaron worked at Deloitte (an international CPA firm), at Abbott Stringham & Lynch (a local CPA firm) and at Farmers Insurance.

He and his wife Libby live in San Jose with their three daughters Natalie, Gwen, and Emmy. Not to mention their English bulldog, Daphne.

Investment advisory services provided by Werba Rubin Papier Wealth Management, LLC ("Werba Rubin Papier").