Ameriprise Financial Services
47yrs
Top advisor by experience in San Jose
7yrs
Mary Russell
Financial advisor at Werba Rubin Papier Wealth Management
Mary Russell has worked in the financial industry for 7 years and is a financial advisor based in San Jose, California. Mary joined Werba Rubin Papier Wealth Management in 2019, a firm offering financial planning, investment management, and retirement plan consulting. Werba Rubin Papier Wealth Management reports being paid through a percentage of assets.
At a glance
Experience7 years (since 2019)
How that compares ?7 years in the industry
Office1732 North 1st Street Suite 220, San Jose, CA 95112
How the firm is paid ?Percent of assets
Typical client at the firm ?$2.02 million
Advisors at the firm7
States licensed ?1 state
Services through Werba Rubin Papier Wealth Management
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consulting
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
None listed.
Career
- 2020 – nowSage Rhino Capital LLCCurrent
- 2019 – nowWerba Rubin Papier Wealth Management, LLCCurrent firm
Questions to ask Mary
Tailored to Mary’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Mary
How do I contact Mary?
Call Werba Rubin Papier Wealth Management at (408) 217-2000 and ask for Mary Russell. Mary works from the San Jose, CA office.
How long has Mary been a financial advisor?
Mary has been in the industry since 2019, about 7 years. 7 years in the industry.
What licenses does Mary hold?
No exams are listed on the official record.
Is Mary a fiduciary?
Mary is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Mary paid?
Werba Rubin Papier Wealth Management reports being paid by a percentage of the assets they manage. Ask Mary for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Raymond James & Associates
46yrs
Top 1% by experience in San Jose
UBS Financial Services
46yrs
Top 1% by experience in San Jose
RBC Capital Markets
46yrs
Top 1% by experience in California
UBS Financial Services
46yrs
Top 1% by experience in California
RBC Capital Markets
45yrs
Top 1% by experience in San Jose