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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

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Michelle M

CFP®, Series 65

Quincy, MA

Brio Financial Planning

General retirement planning Cash flow / budgeting Self-Employed
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Matthew H

CFP®, CFA®, Series 63, Series 65

Braintree, MA

Dreamfield Planning Group, LLC

I began my career in the financial services industry nearly ten years ago. Prior to founding Dreamfield Planning Group, I served as an associate wealth management advisor at Sconset Wealth Management—an advisory practice nested in the downtown Boston office of Northwestern Mutual—where I developed financial plans and managed investment assets. In a preceding role in the same office, I led an internal business unit providing investment consulting services to multiple financial advisors representing more than $200 million of assets under management (AUM). Previous to that, I served as an associate financial advisor at a Foxborough, Massachusetts financial planning practice and as a research analyst at a Cambridge, Massachusetts public policy research firm. I hold a Bachelor of Arts in History from Hendrix College and a Master of Public Policy from Georgetown University. I am both a CERTIFIED FINANCIAL PLANNER™ and a CFA Charterholder. I have lived for many years in Milton, Massachusetts with my wife Allie and our son Ben. In my spare time, I enjoy travel, reading, playing guitar, and taking long walks with the family dog, Louie.

Wealth management Active portfolio management General retirement planning Mid-Career Professionals Baby Boomers (Born 1946-1964)
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Adam A

CFA®, Series 65

Cambridge, MA

Peabody River Asset Management, LLC

Active portfolio management Tax-loss harvesting Retirement income strategy
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Robert L

Series 65

Arlington, MA

Aztec Capital LLC

Options & derivatives strategies Active portfolio management
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Newton S

Series 63, Series 65

Reading, MA

MS Financial Services, LLC

Wealth management
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Steve N

CFA®, Series 63

Boston, MA

Woodland Investment Consulting LLC

Wealth management Retirement income strategy
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Theodore W

CFP®, Series 63, Series 66

Medfield, MA

Wolfstich Capital, LLC

Wealth management
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William C

CFP®, Series 65

Wellesley, MA

Curtin Financial Management, Inc.

Passive / index investing Active portfolio management
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Fermo B

Series 65

Newton Upper Falls, MA

Fabco Investment Advisors, LLC

General retirement planning Roth conversion strategy College savings (529s, UTMA, etc.) General tax planning Real estate investing
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Brian H

CFP®

Medford, MA

Hennessy Financial Services

General retirement planning
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