Expert Guest: Aaron Rubin
Aaron Rubin specializes in financial, estate, and tax planning. With an extensive background in financial services, he advises on some of the most pivotal decisions in his clients’ lives. Aaron takes particular pride in helping his young tech clients make tax-savvy, financially sound decisions about their stock compensation packages.He received a BA in Economics-Accounting-Spanish from Claremont McKenna College. He graduated cum laude from the University of Illinois College of Law and was admitted as a member of the California Bar in 2006. He is licensed as a certified public accountant, and previously was licensed as a life, health, and property and casualty insurance agent in the state of California. In 2009, Aaron also received his CFP® designation.
Aaron started his career in accounting, working at international CPA firm Deloitte, where he focused on high net worth individual income tax returns. He then moved to Abbott Stringham & Lynch — a local CPA firm — expanding his focus to estate and gift tax returns and planning. He has been with WRP since 2009.
When he’s not helping his clients, Aaron dedicates his time to nonprofits. He is a member of South Bay Giving Circle and has had previous experience on Bay Area charitable boards and fundraising committees.
Aaron and his wife Libby live on the Peninsula with their three daughters, Natalie, Gwen, and Emmy, along with their winsome Goldendoodle, Mollie.
Website: https://www.wrpwealth.com/who-we-are/
#wealthmanagement #financialplanning, tax, estateplanning