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 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.
Aaron started his career in accounting, working at Deloitte (an international CPA firm), where he focused on high net worth individual income tax returns. He then moved on to Abbott Stringham & Lynch (a local CPA firm) expanding his focus to estate and gift tax returns and planning.
When not helping clients plan, Aaron dedicates his time to not-for-profits. He has been a board member of Congregation Beth Emek in the past and is currently on their legacy giving campaign.
He and his wife Libby live in the Bay Area with their three daughters Natalie, Gwen, and Emmy. Not to mention their Goldendoodle, Mollie.
