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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 348 near 06426

Out of 400,000+ nationwide

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Michael K

CFP®, CFA®

Madison, CT

Reach Strategic Wealth LLC

You've built an impressive tech career, accumulating equity and navigating complex compensation. Feeling excited but overwhelmed by your financial potential? You need more than an advisor - a strategic partner who truly understands tech professionals. We don't just manage wealth—we design your ideal professional life. Our approach goes beyond spreadsheets, providing clarity to make bold career decisions, optimize your equity, and create a financial plan aligned with your deepest goals. Our credentials - CFA, CFP®, Enrolled Agent - provide us the technical skills to then translate complex financial strategies into clear, actionable guidance specifically tailored to tech executives. Ready to transform your equity into genuine financial freedom? Let's craft your unique path forward. Ready to transform your equity into genuine financial freedom? Let's craft your unique path forward.

Equity Recipients (RS/RSU, SOP, ESPP) Consultant Founder/Business Owner
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Ann P

Series 66

Clinton, CT

Edward Jones

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Divorce financial planning Founder/Business Owner
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Mark M

Series 63, Series 65

Clinton, CT

Edward Jones

Charitable giving & philanthropy Divorce financial planning Retirement income strategy Business ownership considerations General estate planning guidance Founder/Business Owner
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David O

Series 63, Series 66

Madison, CT

Edward Jones

Retirement income strategy Divorce financial planning General retirement planning Wealth management
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Joshua P

Series 66

Westbrook, CT

Edward Jones

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Michael G

Series 63, Series 66

Guilford, CT

Edward Jones

Retirement income strategy General retirement planning Wealth management General estate planning guidance
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Jack G

CFP®, Series 66

Old Saybrook, CT

Edward Jones

Retirement income strategy General estate planning guidance Wealth management General retirement planning
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Jesse P

CFP®, Series 66

Niantic, CT

Edward Jones

Charitable giving & philanthropy Liquidity event planning Retirement income strategy Wealth management Business ownership considerations Founder/Business Owner
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David C

Series 66

Waterford, CT

Edward Jones

Retirement income strategy Wealth management Business exit / sale strategy Business Financial Management General estate planning guidance
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Linda B

Series 66

Essex, CT

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Business ownership considerations Retirement income strategy Wealth management Founder/Business Owner
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