Advisor at Strateon Intelligent Wealth LLC
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Firm
Strateon Intelligent Wealth LLC
Location
Simi Valley, CA
Credentials
CFP®, Series 65, Series 66
Industry experience
5 years
Michael Halper is a CFP® professional with five years of industry experience, currently serving as the sole advisor at Strateon Intelligent Wealth LLC. His prior experience includes roles at Escient Financial LLC, Escient Studios, and Escient Digital, as well as membership in IATSE Local 600. He is a co-founder and director of the Advice-Only Planners Association, a public benefit corporation focused on promoting the advice-only financial planning model. Strateon Intelligent Wealth provides financial planning and investment advice to individuals, couples, families, and related trusts and estates through modular and comprehensive planning engagements. The firm operates an advice-only model without managing client assets, emphasizing diversified, passive investment strategies, and offers educational workshops, newsletters, and a digital asset consulting service.
Based on Strateon Intelligent Wealth LLC
Comprehensive Financial Planning offered as a 6-month engagement with flat-rate fee based on complexity and hourly rate of $300; Project-Based Financial Planning offered with fixed flat-rate fees based on complexity and projected hours
Hourly financial planning services at $300 per hour with a minimum of one hour; additional time billed in increments of $30 (1/10th of hourly rate)
Fee-only: Financial planning services offered with fixed fees or hourly fees; no asset-based fees
Simi Valley, CA
California · Texas
Escient Financial LLC
2020 - Present (6 years)
Escient Studios
2012 - 2020 (8 years)
Member of IATSE Local 600
2008 - 2018 (10 years)
Escient Digital
2001 - 2020 (19 years)
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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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