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Pre-IPO and Financial Planning with Aaron Rubin
Manage episode 335121603 series 3246328
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We talk to Aaron about smart investments for people who don't have an advisor, and financial secrets he wishes everyone knew about! We will also talk about an interesting topic, Pre-IPO and Financial Planning. As an attorney, a CPA, and a CFP®, Aaron runs a wealth management practice that integrates tax, financial planning and investing. Aaron published his first book “Financial Adulting’’ as a guide to help young professionals navigate tax, investment, and estate planning. He lives in the San Francisco Bay Area with his wife, three daughters, two goldendoodles, and five chickens.
#financialdads, #RSUs, #IPOs, #financialadulting
Aaron Rubin, JD, CPA, CFP
Partner
Werba Rubin Papier Wealth Management, LLC
Skype: Stock Options Whisperer
LinkedIn: www.linkedin.com/in/stockoptionswhisperer
Facebook: https://www.facebook.com/WRPWealth
Twitter: @WRPWEalth
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