--- title: Relaxed Engineer Case Study | Werba Rubin Papier | Silicon Valley description: Discover how an engineer protected $30 million in stock options, avoided a $21 million loss, and supported charitable causes through strategic diversification. --- [![WRP Wealth Logo](https://www.wrpwealth.com/wp-content/themes/wrpwealth/resources/images/logo.png)](https://www.wrpwealth.com/) # Engineer Safeguards $30 Million Stock Options with WRP's Diversification Strategy, Avoids $21 Million Loss --- An engineer facing a high-risk, concentrated stock position sought WRP Wealth Management's expertise to diversify their investments and support personal and charitable goals. By liquidating 80% of their shares before a massive stock value drop, the engineer saved millions, thanks to WRP's tax-efficient strategies and individualized financial planning. Download the case study to learn more!  [![DOWNLOAD](https://hubspot-no-cache-na2-prod.s3.amazonaws.com/cta/default/7253999/0850aecf-ee53-4cf8-a217-e37d09d36a87.png)](https://hubspot-cta-redirect-na2-prod.s3.amazonaws.com/cta/redirect/7253999/0850aecf-ee53-4cf8-a217-e37d09d36a87) ![werba rubin papier](https://info.wrpwealth.com/hubfs/triangles-white%20(1).svg) ## WRP: Personalized Tax and Pre-IPO Planning WRP is a team of tax and financial management professionals with expertise in company-issued stock options. We use research-based investment strategies to grow and protect our clients’ investments and a personalized, one-on-one approach to understand each individual’s goals and priorities. A proud Bay Area business, we are dedicated to local philanthropy and contribute time and resources to local charities to support our community’s long-term well-being. ###### What We Do - [Tax Planning](https://www.wrpwealth.com/#tax-planing) - [IPO Stock Options Planning](https://www.wrpwealth.com/#stock-options) - [Financial Planning](https://www.wrpwealth.com/#financial-planning) - [Investment Management](https://www.wrpwealth.com/#investment-management) ###### Resources - [Insights Blog](https://insights.wrpwealth.com/?hsLang=en) - [FAQ](https://www.wrpwealth.com/wrp-faq/) - [Resource Center](https://info.wrpwealth.com/resource-center/?hsLang=en) - [Contact](https://www.wrpwealth.com/contact/) ###### Contact Us [408-217-2000](tel:408-217-2000) 1732 N 1st Street, Suite #200 San Jose, CA 95112 ###### Subscribe to Our Blog Investment advisory services provided by Werba Rubin Papier Wealth Management, LLC ("Werba Rubin Papier"). © 2026 WRP Wealth | [Privacy Policy](https://info.wrpwealth.com/privacy-policy?hsLang=en) | [ADV Brochure](https://info.wrpwealth.com/hubfs/Website%20files/WRP_ADV%20Brochure_2025.pdf?hsLang=en) | [Relationship Summary](https://info.wrpwealth.com/hubfs/Downloadable%20Content%20Pieces/2024-01-22%20WRP%20Form%20CRS.pdf?hsLang=en)