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

www.wrpwealth.com

Werba Rubin Papier Wealth Management, LLC

Skype: Stock Options Whisperer

LinkedIn: www.linkedin.com/in/stockoptionswhisperer

Facebook: https://www.facebook.com/WRPWealth

Twitter: @WRPWEalth