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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

Advisors near 94928

Out of 400,000+ nationwide

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John C

Series 66

Petaluma, CA

Cruse Investments

General retirement planning
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Hardik P

Series 65

Santa Rosa, CA

Trusted Path Wealth Management, LLC

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) Business exit / sale strategy General estate planning guidance Founder/Business Owner
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Daniel P

CFP®, Series 66

Rohnert Park, CA

Northbay Advisors

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

Series 63, Series 65

Petaluma, CA

John Schooler Jones LLC

General retirement planning Wealth management
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L.J. J

CFP®, CPA

Petaluma, CA

Developing Financial

“I want to make the right decisions but I don’t have time to figure it out on my own.” “Can you help me with my student loans? This is more complicated than I thought it would be.” “How do I invest? I know it’s important but I don’t know the best way to do it and I don’t want to mess it up” Have you said any of these before? You’re not alone if you have. I have heard these statements from many lawyers I’ve met throughout my wife’s time in law school and her legal career. As a CPA, CFP, and someone who has worked in financial planning, I have seen young people who are overwhelmed about managing their personal finances. I have also seen people near retirement who unfortunately didn’t make good financial decisions and now have to modify their future lifestyles because of their financial situations. I hate seeing people not achieve everything they want in life because they can’t afford their dream lifestyle. So I set out to change that. My mission is to help young lawyers establish a strong financial foundation early in their careers so they can capitalize on future opportunities instead of trying to fix financial mistakes. So I created the Developing Financial Process. My process identifies what is most important to you, analyzes your current financial situation, builds a comprehensive financial plan, implements the plan, adapts the plan as your life changes on an ongoing basis, and most importantly educates and empowers you throughout the entire process. My process helps you pay off your student loans completely, invest effectively, save and spend intentionally, and achieve your financial goals and ambitions. I believe that everyone should live their dream life without worrying about their finances. I live what I preach and when I’m not working, I am out living. I love to travel and have visited many states and countries. My family and I go camping, spend time at the beach, and visit friends and family as often as possible. I truly love educating and empowering people to live their ideal life. I hope you reach out to learn more about my process and how financial planning can benefit young lawyers like yourself!

Student loan debt Attorney Gen Y/Millennials (Born 1980-1995) Young Professionals
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E. W

Series 63, Series 65, Series 66

Petaluma, CA

Sustainvest Asset Management, LLC

ESG / Sustainable investing Wealth management
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Stephen B

Series 63, Series 65

Sonoma, CA

Magnum Financial

Debt management Retirement income strategy College savings (529s, UTMA, etc.)
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Autumn K

CFP®

Petaluma, CA

Kruse Financial Strategy

General retirement planning Cash flow / budgeting General tax planning Charitable giving & philanthropy
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James H

Series 65

Santa Rosa, CA

Janian Investment Advisers, LLC

Active portfolio management
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Michele B

Series 63, Series 65

Santa Rosa, CA

Berson Money Management

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