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
Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.