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@werbarubin.com
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3 phones found area 408
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LinkedIn matched
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Jason Papier is listed as Managing Partner- WRP Wealth Management at Werba Rubin Papier Wealth Management LLC, a company with 2 employees, based in San Francisco Bay Area, United States, United States. AeroLeads shows a work email signal at werbarubin.com, phone signal with area code 408, and a matched LinkedIn profile for Jason Papier.
Jason Papier previously worked as Managing Partner at Werba Rubin Papier Wealth Management Llc and Faculty Lecturer at Columbia University. Jason Papier holds Master’S Degree, Wealth Management from Columbia University In The City Of New York.
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I advise tech executives on their equity compensation, with a particular focus on late-stage startups and newly public companies. Our firm is made up of pre-IPO planning and post-IPO strategy experts, including a team of CPAs, CFPs, and attorneys. We provide assistance with tax strategy and filing, financial modeling, stock options management, QSBS nesting strategies and liquidity management.I believe that when people are financially successful, they feel more secure and can better take care of those who are important to them. In this way, I hope to make an impact that ripples through the lives and communities of my clients.
Listed skills include Investments, Wealth Management, Estate Planning, Financial Advisory, and 26 others.
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San Jose, California
Head a team that helps tech execs and their families navigate their tax, planning, and investmentsFINANCIAL PLANNINGPre-IPO strategies-83b elections-options financing-hedging strategiesGifting StrategiesPhilanthropic/Tax Planning Modeling Major DecisionsGoal SettingTAXStock Options PlanningSale of Appreciated AssetsPersonal Tax PlanningIRS.
New York, New York, United States
Master of Professional Studies in Wealth ManagementTeaching the Capstone course
San Francisco Bay Area
Worked with tech founders and their employees to model liquidity strategies, set up concentrated stock trading plans, plan for inter-generational wealth, use charitable vehicles when appropriate, and create financial plans for life after work
Worked with high net worth individuals and families. Created personalized financial plans covering estate, tax, risk mitigation, college savings, and retirement goals. Developed investment strategies to support these plans
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Jason Papier works for Werba Rubin Papier Wealth Management LLC.
Jason Papier is listed as Managing Partner- WRP Wealth Management at Werba Rubin Papier Wealth Management LLC.
AeroLeads has found 1 work email signal at @werbarubin.com for Jason Papier at Werba Rubin Papier Wealth Management LLC.
AeroLeads has found 3 phone signal(s) with area code 408 for Jason Papier at Werba Rubin Papier Wealth Management LLC.
Jason Papier is based in San Francisco Bay Area, United States, United States while working with Werba Rubin Papier Wealth Management LLC.
Jason Papier has worked for Werba Rubin Papier Wealth Management Llc, Columbia University, Fluent Wealth Partners, and Pwjohnson Wealth Management.
Jason Papier's colleagues at Werba Rubin Papier Wealth Management LLC include Ricardo Rodriguez.
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Jason Papier holds Master’S Degree, Wealth Management from Columbia University In The City Of New York.
Jason Papier is listed with skills including Investments, Wealth Management, Estate Planning, Financial Advisory, Strategic Financial Planning, Finance, Asset Management, and Financial Planning.
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