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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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Nauman R

Series 63, Series 65

New York, NY

Wealth Forward Advisors

Nauman Rana is a financial advisor at Wealth Forward Advisors with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fidelity Investments, Opal Wealth Advisors, Essex Financial Services, and Time Off before joining his current firm. Rana also operates as an independent insurance agent. Wealth Forward Advisors is a registered investment adviser offering discretionary portfolio management and financial planning services to individuals and high-net-worth clients. The firm uses a multi-method analytical approach and a range of investment strategies, including long-term allocations, short sales, margin, and options trading, and may engage third-party managers to oversee client assets.

Options & derivatives strategies Private / alternative investments Real estate investing
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