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pictAbout the Werba Rubin Team 

Headquartered in the heart of Silicon Valley in San Jose, Werba Rubin Wealth Management provides wealth management services to successful individuals, families, and businesses

Dedication to our clients, a holistic approach to wealth management and qualified plans, and a passion for giving back to our community – these are values that all of us at Werba Rubin have honored for decades. We are committed to helping our clients manage the unique challenges of wealth and navigate new financial opportunities.

To learn more about the members of our team, please click on the links on the right.

Alan WerbaManaging Member
Aaron Rubin Senior Wealth Manager
John Pfahnl, Jr. Investment Advisor Rep.
Pamela Hedblad Investment Advisor Rep.
Marlene Bass Executive Admin. Assistant
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Advisor Services through Werba Rubin Advisory Services, LLC
Securities through Loring Ward Securities Inc., Member FINRA/SIPC #10-086 (04/10)

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