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

Planning Specialties

-Tax Preparation -Tax Planning -Financial Planning -Concentrated Stock divestment -Stock Option Purchase Strategies

Additional 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


This Office

1732 N 1st Street, Ste 220 San Jose, CA 95113-2226 Phone: (408) 260-3138