Aaron Michael Rubin

Employer firm

Werba Rubin Papier Wealth Management, LLC CRD 139237

$1.40B regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2008 → Present
  Werba & Davis Advisory Services
  San Jose, CA

Previous Registrations

• 2009-03-10 → 2016-12-08
  Lwi Financial Inc.
  San Jose, CA

Other Businesses

OUTSIDE OF INVESTMENT ADVISORY SERVICES, THIS INDIVIDUAL PROVIDES THE FOLLOWING SERVICES: 1) TAX ACCOUNTING SERVICES SINCE JULY 2007. APPROXIMATELY 1 HOUR PER MONTH, DUTIES INCLUDES FILING TAX RETURNS AND TAX CONSULTING SERVICES.

Exams

• S66 Uniform Combined State Law Examination
  2008-04-26

Designations

• Certified Financial Planner