Aaron Kirsch, Cfp® Email and Phone Number
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Aaron Kirsch, Cfp® personal email
Aaron Kirsch, Cfp® phone numbers
Hi, I am Aaron Kirsch and I would like to tell you a story about why I am passionate about being a Wealth Advisor and Certified Financial Planner™.This story is about my dad who became a Rabbi, served as a Chaplain in the Vietnam War, and led congregations in Burbank, San Diego, and Orange County. When I was seven years old my dad made a dramatic career change when he left his position as Rabbi to become a Financial Advisor.My family used to joke that my dad was a “full-service” advisor since he not only helped his clients with their investments but with life events too. He officiated at their children’s Bar and Bat Miztvahs and weddings, and even conducted a few of his clients’ funerals. One day when officiating at the wedding of a client's daughter, my dad was invited to sit at the head table during the reception. My dad told his client how wonderful and exquisite the wedding was and thanked his client for the honor of sitting at the head table. That client replied, "Of course Sheldon, you made all of this possible!"When I was in my 20’s I tried a career as a musician and later as a filmmaker, but felt that I was not making a significant impact on society. I watched how my dad influenced the lives of his clients and their families, guiding his clients as they invested for retirement, their children’s education, and even their daughters’ weddings. So I decided to change my profession and become a Wealth Advisor and Certified Financial Planner™ where I have the potential to positively and profoundly impact the lives of my clients and their families for generations. I love helping others, and I found a career that lets me do that every day. That is why I am passionate about what I do.
Greenup Wealth
View- Website:
- greenupwealth.com
- Employees:
- 20
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Senior Vice President | Wealth AdvisorGreenup WealthCalabasas, Ca, Us
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Chief Client Advocacy OfficerGreenup Wealth Apr 2021 - PresentCalabasas, California, United States
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Managing DirectorSpotlight Asset Group, Inc. Jun 2018 - Apr 2021Calabasas, CaWe see a need in the Investment Industry to bring forth a solution that will help clients bring total clarity to their overall financial situation. Our team is dedicated to our Three Guiding Principles of Transparency, Technology, and Tactical Wealth. We have a flat fee structure which is very easy to understand. Spotlight also utilizes the latest technology to give clients 24/7 access to their updated financial plan and all of their accounts whether they are managed by Spotlight or not. There isn't a model portfolio that is forced on clients, but instead Spotlight will provide customized investment solutions. -
Owner / Financial AdvisorKirsch Wealth Management Mar 2010 - Jun 201824013 Ventura Blvd, Suite 202, Calabasas, Ca 91302We help hard working professionals who know they cannot keep up a hectic pace forever and successful people who work in the "Gig Economy" whose incomes are feast or famine create a plan that allows them to live well today while planning to live well in their future.Are you:A HARD WORKING PROFESSIONAL WHO DOES NOT WANT TO KEEP UP THE HECTIC PACE OF SUCCESS FOREVER?• Attorneys• Entrepreneurs• Executives• Small Business OwnersA SUCCESSFUL PROFESSIONAL WHO WORKS IN THE “GIG ECONOMY” WHOSE INCOME IS FEAST OR FAMINE?• Consultants• Commercial Real Estate Brokers• Filmmakers• AgentsThese two types of professionals have the same financial issues only a handful of advisors know how to handle. We specialize in becoming your family’s personal CFO so you can focus on your success and leave the rest to us. We believe that the plan is the key to your success, not picking today’s hottest investments. When you are ready to reduce the stress of finance and delegate it to a person who has lived the life you live, give us a call.We’ll help you:• clarify what is most important to you• create a Financial Plan to achieve your goals• invest for your financial futureCA Insurance License # 0D30294Securities and advisory services offered through Cetera Advisors LLC (doing insurance business in CA as CFGA Insurance Agency), Member FINRA/SIPC. Cetera is under separate ownership from any other named entity.24013 Ventura Blvd, Suite 202Calabasas, CA 91302
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Financial AdvisorCrowell, Weedon & Co. Dec 2004 - Mar 2010 -
Financial AdvisorMorgan Stanley Apr 2001 - Dec 2004 -
Freelance FilmmakerFreelancer 1993 - 2000Greater Los Angeles AreaCamera Assistant and Director of Photography for film, television, and commercials
Aaron Kirsch, Cfp® Skills
Aaron Kirsch, Cfp® Education Details
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Film And Television
Frequently Asked Questions about Aaron Kirsch, Cfp®
What company does Aaron Kirsch, Cfp® work for?
Aaron Kirsch, Cfp® works for Greenup Wealth
What is Aaron Kirsch, Cfp®'s role at the current company?
Aaron Kirsch, Cfp®'s current role is Senior Vice President | Wealth Advisor.
What is Aaron Kirsch, Cfp®'s email address?
Aaron Kirsch, Cfp®'s email address is aa****@****lth.com
What is Aaron Kirsch, Cfp®'s direct phone number?
Aaron Kirsch, Cfp®'s direct phone number is +181822*****
What schools did Aaron Kirsch, Cfp® attend?
Aaron Kirsch, Cfp® attended University Of California, Los Angeles.
What skills is Aaron Kirsch, Cfp® known for?
Aaron Kirsch, Cfp® has skills like Wealth Management, Financial Services, Finance, Investment Advisory, Investment Strategies, Financial Planning, Certified Financial Planner.
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