Advisor at Joel R. Mogy Investment Counsel Inc.
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Firm
Joel R. Mogy Investment Counsel Inc.
Location
Beverly Hills, CA 90212-4301
Credentials
Series 65
Industry experience
4 years
Thomas Crecelius is a financial advisor at Joel R. Mogy Investment Counsel Inc. with four years of industry experience. He holds a Series 65 designation and has worked at Joel R. Mogy Investment Counsel since 2019, following five years at Capital Group Companies. Joel R. Mogy Investment Counsel provides discretionary investment counseling and portfolio management to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm emphasizes client-oriented, long-term portfolio management based on fundamental analysis and a global perspective, focusing on cost-conscious, tax-aware strategies primarily involving equities and investment-grade bonds.
$0 - $2 million: 1% $2 million+: 0.5%
Account minimum: $5 million Minimum fee: Preferred minimum annual advisory fee of $25,000 per year, but may accept less under certain circumstances Fee-only: Investment counseling fees calculated quarterly in advance based on AUM; no commissions charged by firm
315 South Beverly Drive, Suite 400
Beverly Hills, CA 90212-4301
California
Joel R. Mogy Investment Counsel Inc.
2019 - Present (7 years)
Capital Group Companies
2014 - 2019 (5 years)
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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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