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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 Baby Boomers (Born 1946-1964) Gen X (Born 1965-1980) Life coaching / goal alignment

Top 30 financial advisors of 175 near 01062

Out of 400,000+ nationwide

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Eric M

Series 66

Easthampton, MA

Edward Jones

Retirement income strategy
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Jacqueline M

CFP®, Series 66

Florence, MA

Fidelity

Jacqueline Miller is currently Vice President, Wealth Planner at Fidelity Investments. In this role, she collaborates with clients and their families to develop personalized financial plans and strategies that align with their unique situations and goals. She has been with Fidelity Investments since 2022, progressing through roles as Investment Consultant and Financial Consultant before her current position. Prior to joining Fidelity, she worked at Ameriprise Financial from 2015 to 2022, serving as a Financial Planning Assistant and later as an Associate Financial Advisor. Her professional experience encompasses a broad range of financial planning and investment consulting responsibilities.

Wealth management Financial Professional
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Denise G

CFP®, Series 66

So Deerfield, MA

Fidelity

Denise Govoni is a Financial Consultant at Fidelity Investments, a role she has held since 2020. Prior to this, she worked as a Wealth Management Advisor at TIAA from 2014 to 2020. In her current position, Denise focuses on a collaborative planning process that educates and empowers clients, working closely with individuals and families to develop, implement, and maintain actionable financial plans. Denise prioritizes building trust and putting clients' interests first, aiming to provide an experience that offers greater peace of mind. Outside of her professional work, she enjoys biking, family activities, gardening, hiking, and spending time with her pets.

Wealth management General retirement planning Income planning Retirement income strategy Cash flow / budgeting Parents Married/Couples/Partners
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Nicholas Z

Series 66

Ludlow, MA

Fidelity

Nicholas Zucco is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2019, progressing through roles from Investment Consultant to Financial Consultant before his current appointment. Prior to joining Fidelity, he worked as a Financial Advisor at MassMutual from 2017 to 2019. Throughout his career, Nicholas has focused on partnering with clients to develop customized financial plans aimed at helping them achieve their long-term goals. He emphasizes the importance of understanding clients' individual needs and family situations to provide tailored financial advice. Nicholas is committed to helping clients gain peace of mind regarding their financial plans through dedicated collaboration. Additional information regarding his education and personal interests has not been provided.

General retirement planning Income planning Retirement income strategy Wealth management Cash flow / budgeting
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Jennifer E

Series 66

Northampton, MA

Edward Jones

Charitable giving & philanthropy College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning
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Christopher H

Series 66

Florence, MA

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations ESG / Sustainable investing Founder/Business Owner
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Laura T

CFP®, ChFC®, Series 66

Northampton, MA

Edward Jones

General estate planning guidance Multi-generational wealth transfer Charitable giving & philanthropy General retirement planning Wealth management LGBTQIA
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Steven C

Series 66

Ludlow, MA

Edward Jones

Retirement income strategy Retirement withdrawal strategies Equity Recipients (RS/RSU, SOP, ESPP) General estate planning guidance Wealth management
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David M

CFP®

Hadley, MA

Fee-Only Financial Planning

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Thomas H

Series 63, Series 65

Holyoke, MA

Momentum Investment Management, LLC

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