Werba Rubin Papier Wealth Management, LLC is an independent, fee-only Registered Investment Advisor (RIA) based in Santa Clara, California. The firm operates as a fiduciary, committed to placing clients' interests first. It was formed by combining the practices of its founding partners—Don Werba, Mark Rubin, and Paul Papier—to offer a team-based approach to financial guidance. Their services encompass personalized financial planning, investment management, retirement planning, and estate planning, tailored to help individuals, families, and business owners achieve their long-term financial goals.

Founded in

United States