Join Mike Cavaggioni with Aaron Rubin on the 149th episode of the Average Joe Finances Podcast. Aaron shares his pride in helping tech clients make tax-savvy, financially sound decisions about their stock compensation packages.
In this episode, you’ll learn:
• Secrets to stock option planning
• Stock option horror stories
• Stock option wins
• How can someone invest tax efficiently
• And so much more!
About Aaron Rubin:
Aaron specializes in financial, estate, and tax planning. With an extensive background in financial services, he advises on some of the most pivotal decisions in his clients’ lives. He received a BA 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 in 2009, received his CFP® designation.
Aaron started his career in accounting, working at international CPA firm Deloitte, where he focused on high net worth individual income tax returns. He then moved to Abbott Stringham & Lynch — a regional CPA firm — expanding his focus to estate and gift tax returns and planning. He has been with WRP since 2009.
Find Aaron on:
Website: https://wrpwealth.com
Facebook: https://www.facebook.com/WRPWealth (https://www.facebook.com/WRPWealth/;)
Twitter: https://twitter.com/wrpwealth (https://twitter.com/wrpwealth;)
LinkedIn: https://www.linkedin.com/company/wrpwealth (https://www.linkedin.com/company/wrpwealth/)
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