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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 Retired Baby Boomers (Born 1946-1964) Gen X (Born 1965-1980) Life coaching / goal alignment

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Arber J

Series 65

New York, NY

Passive Management LLC

Arber Jashari is a financial advisor at Passive Management LLC with a Series 65 designation and four years of industry experience. His prior roles include positions at Advisory Management and TD Bank, as well as nearly a decade of work in the hospitality sector at Angelina's Ristorante. Passive Management LLC provides discretionary portfolio management and investment advice to individuals, trusts, estates, and small businesses. The firm employs a model-driven investment approach that incorporates quantitative, fundamental, technical, cyclical, and economic analysis, and it utilizes strategies including options and margin borrowing at clients’ direction.

Passive / index investing Active portfolio management Options & derivatives strategies Real estate investing
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Darnel B

Series 65

New York, NY

Passive Management LLC

Darnel Bain is a financial advisor at Passive Management LLC with a Series 65 designation and one year of industry experience. Prior to joining Passive Management, he worked at Prospective Professional Services and held roles at Samsung/Mosaic and Sprint. Passive Management LLC provides discretionary portfolio management and investment advice to individuals, trusts, estates, and small businesses, serving both high-net-worth and non-HNW clients. The firm utilizes a model-based investment process that incorporates multiple analytical approaches and may employ derivatives and margin borrowing under client direction.

Passive / index investing Active portfolio management Options & derivatives strategies Real estate investing
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