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.
Company Details
- Employees
- 11
- Founded
- 1990
- Address
- 1732 N 1st St,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://WRPWEALTH.com
- Keywords
- Financial Planning, Tax Planning, Education Funding, Income & Asset Protection, Investment Planning, Retirement Planning.
- HQ
- San Jose, California
- Competitors
- Collabria Capital, Inc, Smith Equity & Financial Consulting Group, Inc., Boggs & Company Wealth Management, Cornerstone Wealth Strategies - Washington, DataNerd's Assistant - DNA 🧬, Circle of Wealth® by MoneyTrax, Trilogy Financial, Towneley Capital Management, Inc., San Francisco Gay Flag Football League, Alamo Advisors Lp.
Werba Rubin Papier Wealth Management Llc Questions
Werba Rubin Papier Wealth Management Llc's website is http://WRPWEALTH.com
Werba Rubin Papier Wealth Management Llc's LinkedIn profile is https://www.linkedin.com/company/wrpwealth
Werba Rubin Papier Wealth Management Llc has
11 employees.
View email and phone details for 11
employees at Werba Rubin Papier Wealth Management Llc.
Werba Rubin Papier Wealth Management Llc's industry is
Financial Services
Werba Rubin Papier Wealth Management Llc's top competitors are
Collabria Capital, Inc,
Smith Equity & Financial Consulting Group, Inc.,
Boggs & Company Wealth Management,
Cornerstone Wealth Strategies - Washington,
Datanerd's Assistant - Dna 🧬,
Circle Of Wealth® By Moneytrax,
Trilogy Financial,
Towneley Capital Management, Inc.,
San Francisco Gay Flag Football League,
Alamo Advisors Lp.
Werba Rubin Papier Wealth Management Llc's categories are Financial Services
Werba Rubin Papier Wealth Management Llc's founding year is 1990
