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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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Scott S

Series 63, Series 65

San Diego, CA

Conscious Investment Services, LLC

Options & derivatives strategies Active portfolio management Real estate investing Tax-loss harvesting
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Lee T

Series 65

San Diego, CA

HEDGEWISE

Active portfolio management Tax-loss harvesting Options & derivatives strategies
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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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Rajiv R

Series 63, Series 65

San Diego, CA

Colva Capital LLC

General estate planning guidance Tax strategies for small businesses Wealth management Founder/Business Owner
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Robert L

Series 63, Series 66

San Diego, CA

Torrey Wealth, LLC

General retirement planning Charitable giving & philanthropy College savings (529s, UTMA, etc.) General tax planning Tax-loss harvesting
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Christopher R

CFP®, Series 65

San Diego, CA

Tempus Pecunia

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance
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Avelino C

Series 63, Series 65

La Jolla, CA

AC3 Capital

General tax planning Charitable giving & philanthropy College savings (529s, UTMA, etc.)
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Jay L

CFA®, Series 66

San Diego, CA

Mandala Wealth Management, LLC

Active portfolio management Options & derivatives strategies Private / alternative investments
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Barbara N

CFP®, Series 63, Series 65

San Diego, CA

Sage Path Solutions

General retirement planning Cash flow / budgeting General tax planning
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