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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

3 advisors near 71220

Out of 400,000+ nationwide

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Michael D

Series 66

Bastrop, LA

Edward Jones

Michael Donohue is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2019. His prior roles include positions at PayScale, Payfactors, IBM, and Kenexa. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and other financial services.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Wealth management Founder/Business Owner
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Trenton P

Series 66

Bastrop, LA

Edward Jones

Trenton Perkins is a financial advisor at Edward Jones with Series 66 credentials and approximately one year of industry experience. His prior work includes roles at Amwins and employment during his time at the University of Louisiana. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages about $1.01 trillion in assets and offers a broad range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and tax-efficient services, supported by a nationwide network of more than 23,700 financial advisors.

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Founder/Business Owner Engineering Professional Professional Athlete
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Karl D

Series 63

Bastrop, LA

Edward Jones

Karl Davis is a financial advisor with Edward Jones, holding a Series 63 designation and over 37 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1988. Outside of his advisory role, he serves on the board of Ouachita Christian School in Monroe, LA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors.

Retirement income strategy General estate planning guidance Multi-generational wealth transfer Retired Founder/Business Owner Executive Widow/Widower
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