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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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Elmo C

Series 63, Series 65

Emporia, VA

Primerica Advisors

Elmo Clary Jr. is a financial advisor with Primerica Advisors in Emporia, VA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked with Guardian Life Insurance Co of America since 2006 and has been with Primerica Advisors since 1999. Outside of his advisory role, Clary serves as president of the Meherrin River Arts Council and is an officer in the Main Street United Methodist Men organization. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a broad retail client base with both brokerage and advisory services. The firm offers a range of investment programs and financial planning options supported by proprietary and third-party strategies, managing approximately $15 billion in assets with a large network of advisors.

Business exit / sale strategy Tax-loss harvesting Self-Employed Founder/Business Owner
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Jennifer R

Series 66

Yale, VA

Raymond James Financial

Jennifer Rebbe is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 10 years of industry experience. Her prior experience includes roles at Edward Jones and Nottoway Financial Group. Outside of advising, she is involved in a small agricultural business supporting her son's local farmers market sales. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, leveraging firm research and multiple implementation options while maintaining client decision authority.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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