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Aaron Rubin
Aaron Rubin brings a broad background to his client experience.
From financial planning to estate and tax planning, Aaron advises
on the most important parts of his clients' lives ...ver maisAaron Rubin brings a broad background to his client experience.
From financial planning to estate and tax planning, Aaron advises
on the most important parts of his clients' lives from planning
exits from businesses to helping widows and divorcees regain the
confidence they deserve. He takes particular pride in helping his
young tech clients make tax savvy, financially sound decisions about
their stock compensation packages.
He received his BA degree in Economics-Accounting-Spanish from
Claremont McKenna College. He graduated cum laude from the
University of Illinois College of Law and was admitted as a member
of the California Bar in 2006. He is licensed as a certified public
accountant, and has also obtained licensing as a life, health and
property and casualty insurance agent in the state of California. In
2009, Aaron also received his CFP® designation.ver menos