Advisor at Phocas Financial Corporation
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Firm
Phocas Financial Corporation
Location
Santa Monica, CA
Credentials
CFA®
Industry experience
1 year
Justin Wallace is a CFA® charterholder with one year of industry experience, currently serving at Phocas Financial Corporation since 2013. He is based in Santa Monica, CA, and works within a team of four advisors at the firm. Phocas Financial Corporation provides discretionary investment advisory and portfolio management services to institutional and private clients, including individuals, corporate plans, pooled investment vehicles, and government entities. The firm employs a fundamental research and valuation approach combined with quantitative tools, focusing on low turnover and moderate portfolio risk.
$10,000,000+: 1% of assets per annum (Institutional Clients for each strategy: Small Cap Value, REITs, Equity Income) $1,000,000+: 1.0% of assets per annum (Private Wealth Management Clients)
Account minimum: $1,000,000 for Individuals; $10,000,000 for Institutional Clients Fee-only: Advisory fees based on assets under management, no commissions
Santa Monica, CA
California
Phocas Financial Corp
2013 - Present (13 years)
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Insurance agent
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
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Verified by Warmer
CFP®
Calabasas, CA
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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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