Personalized Wealth Management Strategies for Tech Executives

Meet Scott Jacobs, a seasoned financial services advocate with 30 years of expertise. Dedicated to empowering LGBTQ families, technology professionals, and small business owners, Scott’s journey includes prestigious roles at UBS, Prudential, and Wells Fargo, tracing back to his PaineWebber days in 1994.

Known for his down-to-earth approach and as the “noise-canceling headphones” for the families he serves, Scott simplifies financial education, emphasizing “It’s time in the market, not TIMING the market,” and following Warren Buffet’s advice to “Be fearful when others are greedy, and greedy when others are fearful.”

Born in New York to school teacher parents, Scott’s roots drive his commitment to community service. As a past President of the Embarcadero BNI chapter and a member of ProVisors chapter OAK3, he actively contributes to professional networks. Scott has served on the Board of Directors for PAWS/Shanti for over seven years, advocating for the LGBTQ and vulnerable community members.

Beyond finance, Scott is a dedicated athlete, participating in the San Francisco Gay Flag Football League and the San Francisco Gay Softball League. Despite his New York origins, he passionately supports the Giants, Warriors, and 49ers, sharing these passions with his wife Maggie and their three feline companions: Kaplan, Cooper, and Reddington.

Scott’s commitment is clear – he’s here to help clients achieve peace of mind. Trust in his seasoned expertise as your long-term financial advisor, ensuring not just market understanding, but genuine care for your financial well-being.

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As an advisor, philanthropist, and corporate executive, Alan Werba has seen the power of careful planning to make financial goals a reality for over four decades. Alan began his career in public accounting working for an international CPA firm and still assists many of his clients in tax planning and preparation.

In 1990, Alan and his two business partners developed a strategic asset management service that is still the cornerstone of the investment philosophy used by the firm today. In 1995, he helped co-author a book entitled The Prudent Investor’s Guide to Beating the Market that details this investment philosophy.

Alan received a BS in Business Management from the McIntire School of Commerce at the University of Virginia in 1970 and later attended Loyola College in Baltimore, Maryland for accounting classes. He was licensed as a certified public accountant (CPA) in 1974 and earned his certified financial planner (CFP®) credential in 1985.

A big believer in giving back to his community, Alan has been actively involved on many non-profit boards, including Big Brothers & Big Sisters of Santa Clara County, the Jewish Federation of Silicon Valley, Congregation Beth David, and Hillel of Silicon Valley.

In his free time, Alan is passionate about golfing and travel. Alan and his wife Pat enjoy their primary residence located in Incline Village, NV, but also rent an apartment in San Jose where they enjoy getting together with their daughters and granddaughters.

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Jason Papier was born and raised in Sunnyvale, California, where he watched the Silicon Valley grow from a string of small startups to some of the world’s largest companies.

Jason participated in this growth, working at both public and private companies early in his career. In 1998 he started as employee number 11 at an Andreessen-backed technology company. Along the way his interest in personal finance, particularly management of equity compensation, grew.  This eventually led him to leave corporate life and begin studies in personal finance.

In 2001, Jason began working as a financial planner at PW Johnson Wealth Management, a fee-only firm supporting high net worth individuals and families. While there, Jason was also the COO of Advisor Press, a publisher of personal finance books.  During that period, he co-hosted what was then the #1 financial podcast on iTunes.  The podcast interviewed financial luminaries such as Steve Forbes and Nobel Prize winning economist Bill Sharpe.

In 2007 Jason founded Fluent Wealth Partners, expanding his focus to executives in growing tech hubs such as Austin, The Research Triangle in North Carolina, and the greater Boston area.  As hubs have emerged in other regions, such as Colorado, New York, and Florida, he’s continued to expand his geographical footprint.  Fluent merged with Werba Rubin Wealth Management in 2017.

Jason holds a bachelor’s degree from Santa Clara University and a master’s degree in Wealth Management from Columbia University.  He remains active at Columbia, where he teaches the capstone course in wealth management through the master’s program. Jason also helped to fund and launch the Columbia Wealth Management Diversity Fellowship. In 2023 he and his fellow founders were honored as the alumni recipients of the Dean’s Excellence Award.

Jason has sat on many non-profit boards including Hope Services, Neighborhood Housing Services, and the San Jose Public Library Foundation.  He continues to give back to charities around the country through volunteer work and economic support.

Jason and his wife Susan live in San Jose with their two sons, Finnegan and Sawyer.

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Aaron Rubin 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. Aaron takes particular pride in helping his young tech clients make tax-savvy, financially sound decisions about their stock compensation packages.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 previously was licensed 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 international CPA firm Deloitte, where he focused on high net worth individual income tax returns. He then moved to Abbott Stringham & Lynch — a local CPA firm — expanding his focus to estate and gift tax returns and planning. He has been with WRP since 2009.

When he’s not helping his clients, Aaron dedicates his time to nonprofits. He is a member of South Bay Giving Circle and has had previous experience on Bay Area charitable boards and fundraising committees.

Aaron and his wife Libby live on the Peninsula with their three daughters, Natalie, Gwen, and Emmy, along with their winsome Goldendoodle, Mollie.

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Ricky Rodriguez is a client services representative at WRP, where he supports the team in delivering exceptional service to clients. He first joined the team as an intern in 2024 before transitioning into his current role. A Bay Area native from Concord, he graduated from California State University, Sacramento in 2024 with a degree in Economics and has a passion for finance.

Outside of work, Ricky is an avid sports fan—catching SF Giants games whenever he can or making trips to Chase Center to watch the Warriors. He enjoys exploring the Bay Area, whether it’s discovering new hiking trails or checking out local spots to try something new. Whether it’s through his work or his personal interests, Ricky values building connections and making the most of every experience.

Bio coming soon!

Quynh Ho believes thoughtful planning is the cornerstone of wealth management. Quynh helps clients with tax strategies designed to maximize after tax results.

Quynh received her BS degree in Business Administration concentrating in Marketing from San Jose State University, and her Certificate of Advanced Accounting Proficiency from Santa Clara University.

Prior to joining Werba Rubin Papier, Quynh was the CEO of Cereus Investment, Inc., a Tax and Real Estate Brokerage company based in Cupertino. Quynh is an accomplished tax executive, counseling clients on a wide range of topics including stock options planning, real estate investing, minimizing estate taxes, and income tax strategies. Quynh also has extensive experience in successfully representing clients for tax audits. She is currently the CEO of WRP Tax Services.

While raising a family in San Jose, Quynh enjoys taking an active role in the community. As a mom of two teenage boys, Quynh feels strongly about ensuring a safe and nurturing environment for kids to grow up and mature. Quynh has served as PTO and PTA President, Treasurer, Auditor, and Secretary for various schools. Quynh is also an executive board member of the North Valley Council of PTA and a current Commissioner on the Council Appointment Advisory Commission for the City of San Jose.

When not working or volunteering, Quynh enjoys spending quiet time with her husband and two sons at their cabin in Shingletown, California. After both boys are off to college in a few years, Quynh has plans to travel the world.

Cheryl joined WRP with over 15 years of experience in financial services and portfolio management, as well as a discernible commitment to building strong client relationships.  Through previous roles at large brokerage firms as well as smaller RIA’s, Cheryl played a critical role in client engagement and satisfaction by serving as the main point of contact for many clients. She managed relationships with high-net-worth individuals and families with a focus on financial planning and portfolio review.  She is a graduate of Clarion University of Pennsylvania with a degree in Finance.    Cheryl currently resides in Pittsburgh, Pennsylvania and has always been a diehard Steelers and Penguins fan.   On weekends, she enjoys pursuing her love of exploring new cities, hiking with her two dogs or volunteering for causes close to her heart, such as Meals on Wheels, Strong Women Strong Girls, and the Leukemia and Lymphoma Society.

Bio coming soon!

Bio coming soon!

Marlene Bass has been an integral member of Werba Rubin Papier and Loring Ward for over 25 years. During these years she has served in many roles and she is well known to most Werba Rubin Papier clients. Marlene assists advisors to set up new client accounts, and she is intimately involved in the ongoing administration of our clients’ accounts. Aside from her expertise at client management, she is also a notary public.

Marlene enjoys spending time with her husband Lloyd, and her children (Danielle and Tyler).

Maria Ramey is responsible for handling any service needs and paperwork for our clients.  She is the liaison between the custodians and our advisor team.

Maria began her career in Advisor Services with Loring Ward in 2000. She worked in various capacities including new accounts, distributions, transfers, and trading.  She moved into the role of Account Manager in 2002 where she serviced the firm’s premier advisors.

Maria held Securities licenses in Series 6, 7, 24, 53, and 63.  She earned a Bachelor of Science degree in Business Administration with concentration in Finance from San Francisco State University.

Kim Bush began her financial career in the Trust Department of the First National Bank of Boston, where she developed a solid foundation in financial services. She later moved to Morgan Hill, California, where she served as an Account Manager at Gryphon Financial Group, a B2B financial services firm. Kim joined WRP Wealth Management as the Client Experience Manager, leveraging her ability to understand and address clients’ unique financial needs. Now as Business Development Officer, Kim uses her wealth of experience to help clients achieve their most successful financial outcomes, driven by her dedication to providing personalized service and strategic insights.

In addition to her professional achievements, Kim is deeply committed to giving back to the community. She has volunteered countless hours with the New England Aquarium, the Marblehead (MA) Festival of the Arts, and the San Jose Symphony Gala Committee. Her passion for photography and film led her to become a founding member and the first director of the Poppy Jasper International Film Festival, based in Morgan Hill, California.

Nick McCarthy is the Business Development Manager at WRP Wealth Management, where he focuses on connecting people and building long-lasting relationships. Since joining in 2022, Nick has been committed to adding value through trust and genuine connections, helping clients and professionals achieve their goals.

Based in Los Gatos, CA, Nick integrates his belief in ethical practices into every aspect of his work, aiming to create opportunities that leave a lasting, positive impact.

Bio coming soon!

Bio coming soon!

Bio coming soon!

Bio coming soon!

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As an advisor, philanthropist, and corporate executive, Alan Werba has seen the power of careful planning to make financial goals a reality for over four decades. Alan began his career in public accounting working for an international CPA firm and still assists many of his clients in tax planning and preparation.

In 1990, Alan and his two business partners developed a strategic asset management service that is still the cornerstone of the investment philosophy used by the firm today. In 1995, he helped co-author a book entitled The Prudent Investor’s Guide to Beating the Market that details this investment philosophy.

Alan received a BS in Business Management from the McIntire School of Commerce at the University of Virginia in 1970 and later attended Loyola College in Baltimore, Maryland for accounting classes. He was licensed as a certified public accountant (CPA) in 1974 and earned his certified financial planner (CFP®) credential in 1985.

A big believer in giving back to his community, Alan has been actively involved on many non-profit boards, including Big Brothers & Big Sisters of Santa Clara County, the Jewish Federation of Silicon Valley, Congregation Beth David, and Hillel of Silicon Valley.

In his free time, Alan is passionate about golfing and travel. Alan and his wife Pat enjoy their primary residence located in Incline Village, NV, but also rent an apartment in San Jose where they enjoy getting together with their daughters and granddaughters.

Contact Us

Quynh Ho believes thoughtful planning is the cornerstone of wealth management. Quynh helps clients with tax strategies designed to maximize after tax results.

Quynh received her BS degree in Business Administration concentrating in Marketing from San Jose State University, and her Certificate of Advanced Accounting Proficiency from Santa Clara University.

Prior to joining Werba Rubin Papier, Quynh was the CEO of Cereus Investment, Inc., a Tax and Real Estate Brokerage company based in Cupertino. Quynh is an accomplished tax executive, counseling clients on a wide range of topics including stock options planning, real estate investing, minimizing estate taxes, and income tax strategies. Quynh also has extensive experience in successfully representing clients for tax audits. She is currently the CEO of WRP Tax Services.

While raising a family in San Jose, Quynh enjoys taking an active role in the community. As a mom of two teenage boys, Quynh feels strongly about ensuring a safe and nurturing environment for kids to grow up and mature. Quynh has served as PTO and PTA President, Treasurer, Auditor, and Secretary for various schools. Quynh is also an executive board member of the North Valley Council of PTA and a current Commissioner on the Council Appointment Advisory Commission for the City of San Jose.

When not working or volunteering, Quynh enjoys spending quiet time with her husband and two sons at their cabin in Shingletown, California. After both boys are off to college in a few years, Quynh has plans to travel the world.

Contact Us