At Werba Rupin Papier, we have helped guide dozens of clients through the pain and anguish of losing a spouse or parent. Financial decision making is daunting under normal circumstances. Trying to make major financial decisions while grieving the loss of a loved one is substantially more unnerving. We understand the extreme pressure faced by these clients and work diligently to slow their decision-making process as much as possible. We strive to give people as much time and psychological support as they need to enable them to move forward purposefully and with confidence. We are proud to say that many of our strongest relationships are with our clients who we helped cope with the loss of a loved one.
Werba Rubin Papier takes great pride in helping our clients lower their financial stress by developing customized strategies based on their unique goals and resources. Our primary goal is to create a financial plan based on logic, discipline and sound investment principles enabling our clients to achieve a sense of peace and calm. With all the investment “noise” in the financial media, we strive to eliminate emotionalism that frequently sabotages financial success from our clients’ decision-making process. Our wealth management process focuses initially on guiding our clients successfully through their lifetime. We also help our clients develop efficient strategies to transfer their wealth to their children and grandchildren.
WHAT WE DO
Assist in the planning and settlement process
Notify Social Security of death (VA if applicable)
Notify employers of death
Notify insurance of death and submit claim forms
Locate most recent will and/or trust
Locate most recent will and/or trust
What to do if no will or trust?
Contact estate planning attorney
Contact accountant/tax preparer
Notify credit bureaus of death
Change title on all real estate
Change title on all financial accounts
Alan Werba, CPA, CFO
Partner
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 with a specialty in estate planning. 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.