Aaron Rubin (CFP®, CPA, JD)


Aaron Rubin focuses in the
following client markets or areas of practice:
- Charitable Giving
- Corporate Executives
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Charitable Giving
- Corporate Executives
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
Planning Specialties
-Tax Preparation -Tax Planning -Financial Planning -Concentrated Stock divestment -Stock Option Purchase StrategiesAdditional Information
WRP provides an integrated tax and wealth solution for executives. Our clients consist of those currently working at pre-IPO or companies or that have recently had an IPO, SPAC, Direct Listing, or other type of acquisition. We help our clients navigate the minefield of IRS elections, financial planning, and the unwinding of complex, concentrated positions. Our goal is to help clients keep more of their own money, and help them plan for what comes next.NAPFA Start Date
February 09, 2023