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Aaron K

CFP®

Overland Park, KS

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 58 near 04330

Out of 400,000+ nationwide

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Blaine G

Series 66

Manchester, ME

Edward Jones

Retirement income strategy Multi-generational wealth transfer Wealth management ESG / Sustainable investing
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Samuel O

Series 66

Augusta, ME

Edward Jones

Retirement income strategy Early retirement planning Wealth management
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Eliot S

Series 66

Augusta, ME

Edward Jones

General retirement planning Passive / index investing ESG / Sustainable investing
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Monica W

Series 66

Pittston, ME

Fidelity

Monica Worcester is a Financial Consultant I at Fidelity Investments, where she has been serving since 2024. In her role, she focuses on building trust with her clients and providing personalized financial guidance aimed at growth, security, and achieving their unique goals. Prior to this position, Monica held roles including Planning Consultant at Fidelity Investments and Relationship Manager at Empower Retirement, accumulating extensive experience in client service and financial planning since 1997. Her career spans various roles in the financial services industry, including positions at UBS, Lebel & Harriman, LLP, Key Bank, and Gorham Savings Bank. This diverse background has contributed to her expertise in retirement education, client relationship management, and financial consulting. Outside of her professional work, Monica enjoys activities such as cooking and baking, gardening, music, caring for pets, and reading.

General retirement planning Retirement income strategy Income planning
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Kimberly M

Series 63, Series 66

Augusta, ME

Edward Jones

General estate planning guidance Multi-generational wealth transfer Wealth management General retirement planning Intergenerational Families
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Rachael S

Series 66

Monmouth, ME

Edward Jones

Retirement income strategy General retirement planning Wealth management
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Robert C

CFP®

Readfield, ME

Stewardship Financial Plainning, Llc

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Kenneth D

Series 66

Winthrop, ME

Azimuth Capital Management, LLC

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Craig S

Series 63, Series 65

Augusta, ME

Maine Center for Wealth Management, LLC

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Abigail G

Series 65

Belgrade, ME

Tonge Investments

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