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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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Timothy B

CFP®, Series 63, Series 65

Windsor, CT

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Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) General retirement planning Wealth management Passive / index investing Founder/Business Owner
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Series 65

Glastonbury, CT

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Cash flow / budgeting Debt management Tax strategies for small businesses
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Active portfolio management Options & derivatives strategies Income planning General tax planning
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Options & derivatives strategies Active portfolio management
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David C

CFA®

Glastonbury, CT

Chieco Capital Management, LLC

General retirement planning General tax planning Wealth management Passive / index investing
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David P

Series 63

East Hartford, CT

Financial Vision Advisory Services, LLC

General retirement planning Income planning General tax planning
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Joseph P

Series 65

West Hartford, CT

Northmont Wealth Management LLC

Passive / index investing Wealth management
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James R

CFA®, Series 65, Series 66

West Hartford, CT

JQR Capital Management, LLC

General retirement planning Income planning College savings (529s, UTMA, etc.) Cash flow / budgeting Wealth management
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Hugo S

CFA®

Farmington, CT

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Retirement income strategy Social Security optimization Retirement withdrawal strategies Debt management Cash flow / budgeting
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Sarah M

CFP®, Series 63

Ellington, CT

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Cash flow / budgeting Debt management General retirement planning General tax planning
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