JMMB With Aaron Rubin
Oct 13, 2022 ·
28m 14s
Aaron Rubin is an attorney, CPA, and CFP – as such he runs a wealth management practice that integrates tax, financial planning, and investing. His purpose is to help his...
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Aaron Rubin is an attorney, CPA, and CFP – as such he runs a wealth management practice that integrates tax, financial planning, and investing. His purpose is to help his clients minimize their tax liability and keep more of their equity compensation He works with pre-IPO executives and early employees at late-state tech companies.
“Financial Adulting’’ is Aaron’s first book and it is a guide to help young professionals navigate tax, investment, and estate planning.
https://wrpwealth.com
show less
“Financial Adulting’’ is Aaron’s first book and it is a guide to help young professionals navigate tax, investment, and estate planning.
https://wrpwealth.com
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