Busy Business Owner Podcast

Wealth Management Expert - Aaron Rubin

Kellen Kautzman Season 1 Episode 421

As an attorney, a CPA, and a CFP, Aaron runs a wealth management practice that integrates tax, financial planning and investing. Aaron helps his client minimize their tax liability and keep more of their equity compensation so they can support the people they love and the causes they care about most. Whether in Silicon Valley, Austin, or the Tech Triangle, he works with pre-IPO executives and early
 employees at late-state tech companies.

#taxes #financialplanning #investing

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