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Aaron K

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.

General retirement planning Retirement income strategy General tax planning Wealth management General estate planning guidance Retired Executive Founder/Business Owner Consultant Self-Employed Approaching retirement Baby Boomers (Born 1946-1964) Gen X (Born 1965-1980) Life coaching / goal alignment

Advisors near 91208

Out of 400,000+ nationwide

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Joo Hong K

Series 63, Series 65

Los Angeles, CA

Solomon Investment Consulting, Inc.

Active portfolio management
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Dominic W

Series 65

Los Angeles, CA

MDW Capital Management Corp.

Wealth management
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Mark G

Series 63

Los Angeles, CA

Haleakala Investment Advisors

Concentrated stock management Executive
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Joseph L

Series 65

Santa Monica, CA

Joseph C. Longo, Attorney At Law

Attorney
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George G

CFP®, Series 66

Santa Monica, CA

Guttman Financial Planning

Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) General retirement planning
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Jeffrey T

CFA®

Santa Monica, CA

Boulevard Investment Management LLC

Private / alternative investments Real estate investing Options & derivatives strategies Wealth management
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Adam K

Series 65

Encino, CA

ABK Management LLC

Active portfolio management Options & derivatives strategies Concentrated stock management
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Nirav D

Series 65

Pasadena, CA

Qubera Wealth Management

Passive / index investing Concentrated stock management Active portfolio management Private / alternative investments
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Dirk H

CFP®, Series 63, Series 65

Los Angeles, CA

HFM Advisors

General retirement planning Wealth management Passive / index investing Active portfolio management
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Christopher S

CFP®, EA

Santa Monica, CA

Silicon Beach Financial LLC

At Silicon Beach Financial, we believe in the transformative power of your wealth. We’re more than just a financial guide—we’re your dedicated partner in realizing ambitious dreams and shaping the future. Our mission is to support visionary entrepreneurs and innovators who are driven to make a significant impact on the world. Our approach is deeply rooted in collaboration and partnership. We start by understanding your unique vision and then craft a comprehensive financial plan that aligns with your goals. Whether it’s managing investments to secure both short-term needs and long-term opportunities, or navigating the complexities of tax planning to maximize your wealth, we’re here to ensure you’re always ahead of the curve. We’re passionate about empowering individuals who are not only driven by financial success but also by a desire to create meaningful change. Our values—organization, accountability, objectivity, proactivity, education, and partnership—define how we work with you. We bring order to your financial life, help you make informed decisions, and anticipate life’s transitions with proactive strategies. Founded by Christopher Stroup, a recognized LGBTQ+ leader in financial planning, Silicon Beach Financial was created specifically for those who dare to dream big and make a difference. If you’re ready to transform your financial future and leave a lasting impact, let’s partner to turn your vision into reality. With us, your wealth isn’t just about accumulation; it’s about making a difference in the world.

Equity Recipients (RS/RSU, SOP, ESPP) Founder/Business Owner LGBTQIA Gen Y/Millennials (Born 1980-1995)
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