Werba~Rubin Logo Home

PH: 408.260.3138
E: info@werbarubin.com

HOME ABOUT PHILOSOPHY PROCESS SERVICES 401K PLANS STRATEGIC PARTNERS RESOURCES CONTACT
Let Us Help You with Your Wealth Management Needs

Given the many complex financial decisions you face and the unlimited demands for your time, we encourage you to schedule a discovery meeting with us where we can collectively explore whether or not we are the right firm for your unique needs.

Working together, we can help you and your family prosper for years and generations to come.

Contact Form



Werba Rubin Wealth Management, LLC
10 S. Almaden Blvd., 15th floor
San Jose, CA  95113

Alan Werba CPA, CFP®
408 260.3109 | 800 366.7266 ext 3109 | 408 423.0209 Fax | awerba@werbarubin.com

Aaron Rubin JD, CPA, CFP®
408 260.3138 | 800 366.7266 ext 3138 | 408 260.3138 Fax | arubin@werbarubin.com

Marlene Bass, Executive Assistant
408 260.3123 | 800 366.7266 ext 3123 | 408 260.3123 Fax | mbass@werbarubin.com
 

 
View Larger Map
 
 
Home | About | Philosophy | Process | Services | Qualified Plans | Strategic Partners | Resource Library | Contact | Client Log-in Terms of Use | Privacy Policy

Advisor Services through Werba Rubin Advisory Services, LLC
Securities through Loring Ward Securities Inc., Member FINRA/SIPC #10-086 (04/10)

© 2011 Werba Rubin Advisory Services, LLC