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Sharon Rubens

25 Years of Experience
Walnut Creek, CA

Sharon Rubens is a registered investment advisor at Rn Wealth Advisors, LLC, based in Walnut Creek, CA, with 25 years of industry experience. Sharon operates on a fee-only basis, meaning they do not earn commissions from product sales.

Compensation
N/A
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

Walnut Creek, CA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Sharon is a partner at Aprio LLP, an accounting and consulting firm, since December 2023. This activity is not investment-related.

Employment History
Current Registrations
Rn Wealth Advisors, LLC
July 2009 - Present · 16 yrs 10 mos
Previous Registrations
Sequoia Planning & Investments LLC
May 1999 - October 2007 · 8 yrs 5 mos
State Registrations1 state
CA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.