AeroLeads people directory · profile

Jason Papier Email & Phone Number

Managing Partner- WRP Wealth Management at Werba Rubin Papier Wealth Management LLC

Location: San Francisco Bay Area, United States 4 work roles 2 schools

1 work email found @werbarubin.com 3 phones found area 408 LinkedIn matched

✓ Verified July 2026 4 data sources Profile completeness 100%

Current company

Werba Rubin Papier Wealth Management LLC

Role

Managing Partner- WRP Wealth Management

Location

San Francisco Bay Area, United States

Company size

2 employees

Who is Jason Papier? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Jason Papier is listed as Managing Partner- WRP Wealth Management at Werba Rubin Papier Wealth Management LLC, a with 2 employees, based in San Francisco Bay Area, 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.

Company email context

Email format at Werba Rubin Papier Wealth Management LLC

This section adds company-level context without repeating Jason Papier's masked contact details.

{first_initial}{last}@werbarubin.com

89% confidence

AeroLeads found 1 current-domain work email signal for Jason Papier. Compare company email patterns before reaching out.

View email format View company profile Management contacts

Profile bio

About Jason Papier

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.

Current workplace

Jason Papier's current company

Company context helps verify the profile and gives searchers a useful next step.

Werba Rubin Papier Wealth Management Llc

Managing Partner- WRP Wealth Management

san jose, california, united states

Website

werbarubin.com

Employees

2

AeroLeads page

Company profile

View company profile Email format

4 roles

Jason Papier work experience

A career timeline built from the work history available for this profile.

Managing Partner

Current

Werba Rubin Papier Wealth Management Llc

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 FilingINVESTMENTSFee Only (No Commissions)Social Impact Investing AvailableTax Advantaged StrategiesNobel Prize Winning Academic Approach

Jul 2017 - Present

Faculty Lecturer

Current

Columbia University

New York, New York, United States

Master of Professional Studies in Wealth ManagementTeaching the Capstone course

Jul 2023 - Present

President

Fluent Wealth Partners

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

Jul 2008 - Jul 2017

Partner

Pwjohnson Wealth Management

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

Nov 2001 - Jul 2008

2 education records

Jason Papier education

Master’S Degree, Wealth Management

Columbia University In The City Of New York

Education record

Santa Clara University

FAQ

Frequently asked questions about Jason Papier

Quick answers generated from the profile data available on this page.

What company does Jason Papier work for?

Jason Papier works for Werba Rubin Papier Wealth Management LLC.

What is Jason Papier's role at Werba Rubin Papier Wealth Management LLC?

Jason Papier is listed as Managing Partner- WRP Wealth Management at Werba Rubin Papier Wealth Management LLC.

What is Jason Papier's email address?

AeroLeads has found 1 work email signal at @werbarubin.com for Jason Papier at Werba Rubin Papier Wealth Management LLC.

What is Jason Papier's phone number?

AeroLeads has found 3 phone signal(s) with area code 408 for Jason Papier at Werba Rubin Papier Wealth Management LLC.

Where is Jason Papier based?

Jason Papier is based in San Francisco Bay Area, United States while working with Werba Rubin Papier Wealth Management LLC.

What companies has Jason Papier worked for?

Jason Papier has worked for Werba Rubin Papier Wealth Management Llc, Columbia University, Fluent Wealth Partners, and Pwjohnson Wealth Management.

Who are Jason Papier's colleagues at Werba Rubin Papier Wealth Management LLC?

Jason Papier's colleagues at Werba Rubin Papier Wealth Management LLC include Ricardo Rodriguez.

How can I contact Jason Papier?

You can use AeroLeads to view verified contact signals for Jason Papier at Werba Rubin Papier Wealth Management LLC, including work email, phone, and LinkedIn data when available.

What schools did Jason Papier attend?

Jason Papier holds Master’S Degree, Wealth Management from Columbia University In The City Of New York.

What skills is Jason Papier known for?

Jason Papier is listed with skills including Investments, Wealth Management, Estate Planning, Financial Advisory, Strategic Financial Planning, Finance, Asset Management, and Financial Planning.

Security Check