Advisor at Valley Wealth Strategies, LLC
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Firm
Valley Wealth Strategies, LLC
Location
Santa Monica, CA 90401
Credentials
Series 63, Series 65
Industry experience
38 years
Kelly Kruzick is a financial advisor with Valley Wealth Strategies, LLC in Santa Monica, CA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. Prior to joining Valley Wealth Strategies and LPL Financial in 2017, Kruzick worked at National Planning Corporation for 19 years. Outside of advising, Kruzick is involved in health and wellness as a meditation teacher and provides paralegal assistance to a law firm. Valley Wealth Strategies advises individuals, families, trusts, small businesses, charitable organizations, and retirement plans with customized investment management and financial planning services. The firm employs a primarily long-term investment approach using fundamental, technical, and cyclical analysis and manages approximately $1.2 billion in assets, notably maintaining a large share on a non-discretionary basis while overseeing assets managed by independent managers.
Based on Valley Wealth Strategies, LLC
Based on Valley Wealth Strategies, LLC
Fixed fee engagements negotiated based on expected hours; specific amounts not stated
$0 - $500,000: 1.25% $500,000 - $1,500,000: 1.00% $1,500,000 - Negotiable: Negotiable
Up to $500 per hour
1247 7th Street, #301
Santa Monica, CA 90401
California
LPL Financial, LLC
2017 - Present (9 years)
Valley Wealth Strategies, LLC
2017 - Present (9 years)
National Planning Corporation
1998 - 2017 (19 years)
SELF EMPLOYED
1987 - Present (39 years)
ZUK & Assoc. Independent Contractor
1987 - Present (39 years)
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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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
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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
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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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