Advisor at McIntosh Capital Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
McIntosh Capital Advisors, Inc.
Location
Los Angeles, CA 90064-5602
Credentials
CFP®, Series 65
Industry experience
8 years
Jinfeng Su is a CFP® and holds a Series 65 license with eight years of industry experience. She has worked at McIntosh Capital Advisors, Inc. since 2017 and previously held positions at Sterling Bank & Trust, American Income Life Insurance Company, and UCLA Extension. Outside of her advisory role, she is also an Enrolled Agent who provides tax preparation services. McIntosh Capital Advisors, Inc. offers discretionary portfolio management and financial planning to individuals, high-net-worth clients, corporations, and small businesses. The firm employs a primarily passive investment strategy with complementary active management, focusing on ETFs and no-load mutual funds, and manages approximately $45.3 million in discretionary assets.
Based on McIntosh Capital Advisors, Inc.
Fixed fees for financial planning services ranging from $2,500 to $14,000 for comprehensive plans and $750 to $5,000 for modular plans.
$275 per hour for consultation, investment advice and real estate analysis services; additional hourly rate applies if services exceed original agreement.
Fee-only: Financial planning fees typically range from $2,500 to $14,000 for comprehensive plans and $750 to $5,000 for modular plans; consultation fees at $275/hour; investment advice and real estate analysis services billed at $275/hour with quotes provided in advance.
2566 Overland Ave., Suite 695
Los Angeles, CA 90064-5602
California · Texas
McIntosh Capital Advisors, Inc.
2017 - Present (9 years)
Sterling Bank & Trust
2016 - 2017 (1 year)
American Income Life Insurance Company
2016 - 2016 (1 year)
UCLA Extension
2013 - 2016 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
CFP®
Calabasas, CA
Greenup Wealth
Aaron Kirsch is a CERTIFIED FINANCIAL PLANNER™ professional and founding partner of GreenUp Wealth Management. He works primarily with individuals and couples who are approaching or living in retirement, helping them design financial plans that support both long-term security and a fulfilling retirement lifestyle. Aaron began his career in financial services in 2001 at a major Wall Street firm and has since worked with clients across a wide range of life stages, both at large institutions and through his own independent wealth management firm. This experience informs his comprehensive approach to financial planning, which integrates retirement income planning, investment management, tax-aware strategies, risk management, and estate planning considerations. He is the co-author of The Rewarding Retirement Workbook, a resource designed to help people think beyond the mechanics of retirement and focus on how they want to live during this stage of life. Aaron’s work emphasizes aligning financial decisions with personal values, priorities, and legacy goals. Aaron holds himself to fiduciary standards and takes a client-centered approach to planning, helping individuals and families navigate financial decisions with clarity and confidence as they transition into and through retirement.
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Joseph C. Longo, Attorney At Law
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