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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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Dave B

CFP®, CFA®

Orinda, CA

Private Financial Management LLC

Dave's experience in investment management and financial planning uniquely position him to serve as his client's independent trusted advisor - a personal chief financial officer that can discreetly navigate the tides affecting your financial life. ​ Professional highlights include portfolio management on Union Bank municipal investment team which earned recognition as the best in the industry by Barron's in 2008 and 2009; lead investment management responsibility at a $300M financial planning firm; and working with amazing entrepreneurs, executives, and families. ​ David's education includes a Chartered Financial Analyst (CFA) designation, a Certified Financial Planning (CFP) designation, and a U.C. Berkeley bachelor's degree where he conducted a study on evidenced based investment management with Haas Professor of Investments David Distad. ​ David launched PFM to continue building upon his vision of complete personal financial management: discreet and unwavering focus on how expert financial management can help a client achieve her goals. From setting and achieving goals, to preparing you for all of life's contingencies and investing for your future - David helps his client's understand what they should be doing, and then helps them get it done.

Business ownership considerations Business succession planning Technology Professional Intergenerational Families
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Megan R

CFP®, Series 65

Dublin, CA

Megan Rouse Financial Planning

General retirement planning Social Security optimization Tax strategies for small businesses Equity Recipients (RS/RSU, SOP, ESPP) Cash flow / budgeting
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Joseph C

ChFC®, Series 66

Walnut Creek, CA

Resolve Financial, LLC

General retirement planning Income planning
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Yoav K

Series 63, Series 65

Walut Creek, CA

West Coast Financial Wealth Management, Inc

General retirement planning Life insurance needs analysis Long-term care insurance Annuities Cash flow / budgeting
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Michael P

CFP®

Danville, CA

Power Investing

Equity Recipients (RS/RSU, SOP, ESPP) General estate planning guidance General tax planning Passive / index investing
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John G

CFP®, Series 63

Danville, CA

Blackhawk Wealth Advisors

Active portfolio management Concentrated stock management
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Alexander C

Series 65

Dublin, CA

Conaghan Financial Services

College savings (529s, UTMA, etc.) Retirement withdrawal strategies Wealth management Tax-loss harvesting
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Kevin C

CFP®, CFA®

Moraga, CA

Generative Family Office LLC

Family Business Multi-generational wealth transfer General estate planning guidance Cash flow / budgeting Founder/Business Owner
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Samah N

CFA®

Pleasanton, CA

Pleasanton Wealth

General retirement planning Wealth management General tax planning Equity Recipients (RS/RSU, SOP, ESPP)
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Eric H

CFA®, Series 63

Lafayette, CA

Evergreen Wealth Advisors, Inc.

Concentrated stock management Active portfolio management Passive / index investing
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