Aaron is a CERTIFIED FINANCIAL PLANNER™ and Wealth Advisor who guides his clients with financial planning and professional investment management so they can enjoy the rewarding retirement they deserve. Since starting his career at a large Wall Street firm in 2001, Aaron has worked at financial services companies both large and small, including running his own wealth management firm for eight years. Aaron is a founding partner and the Chief Client Advocacy Officer at GreenUp Wealth Management, a Registered Investment Adviser.
Laura is a Professor of Psychology and Director of the Aging Studies Program at California State University, Fullerton, a Certified Professional Gerontologist, and co-founder of the consulting firm GeroFusion, LLC. She has conducted research relating to several areas of gerontological health and well-being, including social relationships, cognitive aging, chronic pain, and the role of assistive technology in improving health. She serves on multiple boards, including local community college gerontology programs, county organizations, and the California Council of Gerontology and Geriatrics.
