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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

Top 10 financial advisors of 10 near 92284

Out of 400,000+ nationwide

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Cristian G

Series 66

Desert Hot Springs, CA

Edward Jones

Retirement income strategy Charitable giving & philanthropy General estate planning guidance
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Neimia P

Series 66

Yucca Valley, CA

Merrill

Neimia Pineda is a Wealth Management Advisor at Merrill Lynch Wealth Management. In her role, she collaborates closely with clients and their families to develop personalized wealth management plans that align with their unique ambitions and priorities. Her approach emphasizes transparency and simplicity in navigating the complexities of investing, with a focus on supporting clients through key financial milestones including education funding, retirement planning, and long-term wealth preservation. With expertise spanning college education planning, corporate and employee benefits, institutional investment consulting, and divorce transition planning, Neimia serves a diverse clientele including business owners, corporate executives, professionals, families, and institutional plan sponsors. She holds multiple professional designations including Certified 401(k) Professional (CKP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), and Chartered Retirement Plans Specialist (CRPS). Neimia earned her Bachelor's degree from Florida International University and is fluent in both Spanish and English. Neimia is actively involved in several professional and community organizations such as the ASPPA Benefits Council of Atlanta, Pension Education Council of Atlanta, United Way, and Big Brother Big Sister. Outside of her professional work, she enjoys cooking, dancing, golfing, horseback riding, tennis, and spending time with her family.

Business exit / sale strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Divorce financial planning Founder/Business Owner Executive
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Brandon R

Series 65

Desert Hot Springs, CA

FLC Capital Advisors

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Misty P

CFP®, Series 63, Series 65

Yucca Valley, CA

Ascentis Independent Advisors, LLC

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Matthew P

Series 66

Yucca Valley, CA

OSAIC

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Richard R

Series 63, Series 66

Yucca Valley, CA

OSAIC

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Nicholas L

Series 63, Series 66

Desert Hot Springs, CA

Wells Fargo Clearing

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Ernesto A

Series 63, Series 65

Desert Hot Springs, CA

Primerica Advisors

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Robert R

Series 63, Series 65

Desert Hot Springs, CA

Truist Advisory Services

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Benjamin H

Series 66

Desert Hot Springs, CA

J.P. Morgan Securities

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