Werba Rubin Papier Wealth Management LLC

Werba Rubin Papier Wealth Management LLC

Financial Services 1732 N 1st St 11 employees
Employees
11
Contacts
2
Emails
2
Phones
1
wrpwealth.com LinkedIn

Werba Rubin Papier Wealth Management LLC Overview

Headquarters
1732 N 1st St
Website
wrpwealth.com
Industry
Financial Services
Employees
11
Founded
1990
Funding
,
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Keywords
Financial Planning Tax Planning Education Funding Income & Asset Protection Investment Planning Retirement Planning

About Werba Rubin Papier Wealth Management LLC

WRP Wealth Management has been providing exceptional financial guidance for over three decades, tailored to clients with complex planning requirements. The journey began in 1990 when Alan Werba pioneered a fee-based, client-focused tax and financial planning firm in San Jose. Aaron Rubin joined the firm in 2009 after working with high-net-worth clients in public accounting. The firm became known as Werba Rubin Wealth Management. In 2007, Jason Papier launched Fluent Wealth Partners, a fee-only financial planning firm with a focus on research-based investment practices. The two firms merged in 2017 to form Werba Rubin Papier Wealth Management, offering a comprehensive approach to wealth management. This approach encompasses tax planning and preparation, investment management, and financial planning.

Werba Rubin Papier Wealth Management LLC Contact Details

People in AeroLeads
4
With contact data
2
Email contacts
2
50.0% coverage
Phone contacts
1
25.0% coverage

Werba Rubin Papier Wealth Management LLC Org Chart

Sample employees and titles
Name Title Contact
Lawrence Neuman Client Experience Manager - Notion Creator - Project Management Systems for Startups
View
Jason Papier Managing Partner - Financial Planning, Tax, Investments
Email Phone
Kim Bush
Email
Aaron Rubin Pre-ipo Stock Options - Tax - Investments - Provisors Member (Sj4)
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Employees by Management Level

Individual contributor 3 profiles
Manager 1 profile

Department Contact Coverage

Department Contacts Email Phone
General 1 1 1

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