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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

2 advisors near 88130

Out of 400,000+ nationwide

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Drew C

Series 66

Portales, NM

Edward Jones

Drew Cole is a financial advisor at Edward Jones with three years of industry experience. He previously worked at The Bank of Clovis for eight years. He holds a Series 66 designation and is based in Portales, NM. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors.

College savings (529s, UTMA, etc.) Multi-generational wealth transfer General estate planning guidance Wealth management General retirement planning Retired Founder/Business Owner Executive
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David M

Series 66

Portales, NM

Edward Jones

David Mc Dermid is a financial advisor with Edward Jones in Portales, NM, holding a Series 66 designation and seven years of industry experience. He has worked at Edward Jones since 2018 and previously held roles at Weichert Realtors and a brief period of unemployment. Outside of his advisory work, he is involved in a family cattle business in an ownership and supportive capacity. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies. The firm is known for its extensive network of advisors and branches, as well as affiliated services such as trust management and securities-based lending.

Retirement income strategy College savings (529s, UTMA, etc.) Retired Founder/Business Owner Executive
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