Direct booking

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Aaron K

CFP®

Calabasas, CA

Greenup Street Wealth Management LLC

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 152 near 02740

Out of 400,000+ nationwide

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Dan P

CFP®, CFA®

Fall River, MA

South Coast Planning & Wealth Management

South Coast Planning & Wealth Management was started on the premise that everyone should have access to personalized, quality financial planning & investment management — regardless of income or asset level. Dan has 18+ years of investment & financial planning experience working with individuals and institutions. His investment experience & financial planning expertise is what allows him to get results for both clients who are just getting started on their financial journeys, near or in retirment, and those with complex situations. He attended the University of Massachusetts and has a Master’s degree in Finance from Northeastern University. Dan is also a board member of CFA Society Providence.

General retirement planning Established Professionals Young Professionals
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Matthew S

Series 66

Portsmouth, RI

Edward Jones

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Travis K

CFP®, Series 63, Series 66

North Dartmouth, MA

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Founder/Business Owner
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Andrea T

Series 66

Fall River, MA

Edward Jones

Retirement plans for business owners (SEP, solo 401k) General retirement planning Income planning Educators, Teachers, and Academics Government Employee Women Professionals
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Philip M

Series 66

Marion, MA

Edward Jones

Business ownership considerations Business succession planning General estate planning guidance Multi-generational wealth transfer Retirement income strategy
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Jeffrey D

Series 63, Series 66

Portsmouth, RI

Edward Jones

College savings (529s, UTMA, etc.) Multi-generational wealth transfer General retirement planning
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Kathleen A

Series 63, Series 65

Marion, MA

Sage Wealth Advisors LLC

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Michael P

Series 63, Series 65

Marion, MA

Pierre & Company LLC

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Mark N

Series 63, Series 65

Fall River, MA

Southcoast Advisory Group, Inc.

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Dennis O

CFP®, Series 63, Series 65

Fall River, MA

Successful Money Strategies Inc

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