Pre-IPO and Financial Planning with Aaron Rubin
Manage episode 335121603 series 3246328
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
151 episodes