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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

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Grant K

Series 7, Series 66

La Mesa, CA

OSAIC

Grant Knox has been a Financial Advisor since 1994 and holds the following registrations and licenses: General Securities, California Life and Health Insurance, and California Real Estate and Mortgage Lending. A Southern California native, Grant excels at strategies for financial health and wealth that are attainable and effective. He is passionate about helping others achieve financial success and exceed their goals. He is a certified Kingdom Advisor, able to offer counsel on the integration of a Biblical worldview into financial practices. He holds the Certified Plan Fiduciary Designation (CPFA), designating expertise in company retirement plans. He holds a Bachelors degree from Evangel University and a D.Min. from Summit Bible College. Grant lives in La Mesa with his wife, Nicole and their son Noah. He loves to travel, active in his church, is a voracious reader and an avid soccer fan, having played on and managed recreational soccer teams for over 30 years.

General retirement planning Life insurance needs analysis College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k) Wealth management Retired Self-Employed Approaching retirement Mid-Career Professionals
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Frederick P

Series 65

Poway, CA

Pearson, Frederick, Norman Jr.

Income planning Active portfolio management
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Kyle T

ChFC®, Series 66

La Mesa, CA

Tweet Management Services, Inc.

General estate planning guidance Cash flow / budgeting
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John M

Series 65

Poway, CA

Engineering Financial Independence, Inc.

Options & derivatives strategies Active portfolio management Engineering Professional FIRE (Financial Independence Retire Early)
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Brian C

Series 66

Jamul, CA

Cliveden Capital Management, LLC

Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business Financial Management Founder/Business Owner
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Sean B

Series 66

Lakeside, CA

Speiro Investments, LLC

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Adam B

Series 63, Series 65

Poway, CA

Brightway Wealth Planning

Cash flow / budgeting Debt management Retirement income strategy General estate planning guidance Charitable giving & philanthropy
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Amanda A

Series 65

Spring Valley, CA

Austin Consulting

Wealth management
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Jose A

CFP®, ChFC®, Series 65

Bonita, CA

Create Your Path LLC

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance
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Steven F

CFP®

La Mesa, CA

ESI Financial Services, Inc.

General tax planning Cash flow / budgeting College savings (529s, UTMA, etc.)
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