Let Us Help You with Your Wealth Management Needs

Given the many complex financial decisions you face and the unlimited demands for your time, we encourage you to schedule a discovery meeting with us where we can collectively explore whether or not we are the right firm for your unique needs.Working together, we can help you and your family prosper for years and generations to come.



werba-office

Alan Werba CPA, CFP®

408.260.3109
800.366.7266 ext 3109
Fax: 408.423.0209
awerba@werbarubin.com

Aaron Rubin JD, CPA, CFP®

408.260.3138
800.366.7266 ext 3138
Fax: 408.260.3138
arubin@werbarubin.com

Marlene Bass

Executive Assistant
408.260.3123
800.366.7266 ext 3123
Fax: 408.260.3123
mbass@werbarubin.com

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