Aaron Kirsch, Cfp® Email & Phone Number

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.

Listed skills include Wealth Management, Financial Services, Finance, Investment Advisory, and 3 others.

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  University Of California, Los Angeles

  Film And Television