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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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Series 65, Series 66

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ESG / Sustainable investing Passive / index investing Active portfolio management Real estate investing
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CFP®, Series 66

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Options & derivatives strategies Real estate investing
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College savings (529s, UTMA, etc.) Life insurance needs analysis Debt management
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Wealth management
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Series 66

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Cash flow / budgeting Debt management Retirement income strategy Charitable giving & philanthropy Divorce financial planning Founder/Business Owner Executive
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Vache A

Series 63, Series 65

Walpole, MA

Waterstone Advisors LLC

Wealth management Active portfolio management Passive / index investing
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Mark M

CFA®, Series 63

Franklin, MA

MJM Investment Advisors, Inc.

Active portfolio management
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Shaun J

CFP®, Series 63, Series 65

Pawtucket, RI

Jones Fiduciary Wealth Management LLC

Real estate investing Options & derivatives strategies Private / alternative investments
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Christopher B

CFP®, Series 65

North Smithfield, RI

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General retirement planning Retirement income strategy Tax-loss harvesting Active portfolio management Options & derivatives strategies Founder/Business Owner Retired
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Eduardo B

CFP®, CFA®, Series 66

Providence, RI

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Business ownership considerations Business exit / sale strategy Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance
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