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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 16 financial advisors of 16 near 03860

Out of 400,000+ nationwide

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Andrew O

Series 63, Series 65

Glen, NH

Merrill

Andrew Orsini is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has 35 years of experience in the financial services industry, focusing on serving families and business owners across various wealth and life stages. Andrew is a qualified Portfolio Manager who provides traditional financial advice as well as personalized investment strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment approaches. Andrew earned a bachelor's degree in Finance and Accounting from the University of Dayton in 1982 and holds the designation of Personal Investment Advisor (PIA). He leads a team dedicated to clients in the New England region and emphasizes putting client interests first, following the philosophy of Merrill Lynch's founder, Charles E. Merrill. Beyond his professional role, Andrew is actively involved in his community. He participates in several organizations, including the Mount Washington Valley Chamber of Commerce, Mount Washington Valley Economic Council, Conway Area Humane Society, Technology Village Realty Management, The Memorial Hospital, and Mount Washington Valley Healthcare. His commitment to community service and volunteer work reflects his dedication to the region and its residents.

Wealth management Active portfolio management Business ownership considerations
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Shawn Christine A

ChFC®, Series 63, Series 66

Conway, NH

Edward Jones

Retirement income strategy Divorce financial planning General estate planning guidance Wealth management Women Professionals
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Janice A

Series 65

Center Conway, NH

Rockworth Investment Services LLC

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Deborah D

CFP®, Series 63, Series 65

Bartlett, NH

Saco River Financial Planning

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Craig D

CFP®, Series 63

Bartlett, NH

Craig Duvarney, Cfp

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Genevieve R

CFP®, Series 63, Series 65

North Conway, NH

Citizens Securities, Inc.

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Lawrence N

Series 63, Series 65

North Conway, NH

Empower Advisory Group

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Christopher B

Series 63, Series 66

Lovell, ME

Kayne Anderson Rudnick Investment Management, Llc

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Kathleen S

Series 63, Series 65

Manchester, NH

Northeast Planning Associates, Inc.

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Brent H

CFP®, Series 63, Series 65

Albany, NH

Fidelity

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