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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 24 financial advisors of 24 near 93631

Out of 400,000+ nationwide

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Jaime T

Series 66

Selma, CA

Merrill

Jaime Torres is a Wealth Management Advisor at Merrill Lynch Wealth Management. He holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and the Personal Investment Advisor (PIA) credential. Jaime earned his Bachelor's Degree from the University of California System. He is bilingual in Spanish and English. Jaime specializes in areas including college education planning, corporate executive services, equity compensation services, family wealth management strategies, legacy planning, philanthropic planning, small business strategies, socially responsible and values-based investing, tax minimization, and retirement income. His approach centers on building long-term relationships by understanding the goals that matter most to his clients and their families, leveraging the resources and technology available through Merrill Lynch to deliver goals-based wealth management strategies. Beyond his professional role, Jaime is involved in community service through organizations such as the Peninsula YMCA and Ronald McDonald House Charities of San Diego. He enjoys personal interests including cooking, fishing, football, hiking, music, reading, soccer, spending time with his family, traveling, and watching movies.

Retirement income strategy Charitable giving & philanthropy Equity Recipients (RS/RSU, SOP, ESPP) Family Business Executive Parents
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Todd S

CFA®, Series 63

Reedley, CA

Victory Wealth Management, LLC

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James A

Series 66

Reedley, CA

Caitlin John, llc

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Robert B

Series 63, Series 65

Hanford, CA

Concorde Asset Management, LLC

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Randal A

Series 63, Series 65

Kingsburg, CA

Madison Avenue Securities, LLC

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Gregory E

Series 63, Series 65

Kingsburg, CA

NWF Advisory Services Inc

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Susan T

Series 63, Series 65

Hanford, CA

Concorde Asset Management, LLC

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Roxanna H

Series 63, Series 66

Cutler, CA

Empower Advisory Group

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Sandra E

Series 66

Reedley, CA

LPL Financial

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Darlin R

Series 66

Visalia, CA

Wells Fargo Advisors

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