Headquartered in the heart of Silicon Valley in San Jose, Werba Rubin Papier provides wealth management services to successful individuals, families, and businesses.

Who We Are

Dedication to our clients, a holistic approach to wealth management and qualified plans, and a passion for giving back to our community – these are values that all of us at Werba Rubin Papier have honored for decades. We are committed to helping our clients manage the unique challenges of wealth and navigate new financial opportunities.

To learn more about the members of our team, please click on the images below:

Marlene Bass

Executive Administrative Assistant

Lucy Lam

Operations Manager

The Werba Rubin papier Story

Understanding how investors are under served in the 401k marketplace, Aaron Rubin and his team decided to start Loring Ward Total Retirement. In this video, Aaron discusses how many 401k plan sponsors and participants find themselves without a knowledge leader and advocate on their side. These folks are often left feeling overwhelmed and stuck having to review lengthy plan documents and prospectuses that are written in legal language and are utterly boring to read.

These types of so-called informative material simply get pushed to the back burner. Then, plan-sponsors/investors march forward without a thorough understanding of how their 401k program works including all fees associated with their portfolio and optimal investment strategies for individual retirement goals. Aaron reiterates his passion for helping clients reach their goals and reminds viewers why he cares about individual 401k portfolios.

Free 15 Minute Consultation

Werba Rubin Papier provides specialized expertise and services to retirement plan sponsors and participants while also offering wealth management and investment consulting to individuals and families. Find out how we can help you with your 401k objectives via a free 15 minute no pressure consultation.

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