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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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Richard K

CFA®, Series 63, Series 65

Madison, CT

Sursum Financial LLC

Wealth management Active portfolio management Options & derivatives strategies Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Dennis O

Series 63, Series 65

Essex, CT

Brae Head, Inc.

Wealth management Retirement income strategy Cash flow / budgeting Active portfolio management
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Robert W

Series 63, Series 65

Branford, CT

Worrell Advisory Services

Cash flow / budgeting Debt management Charitable giving & philanthropy
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Evan W

Series 63, Series 65

Madison, CT

Wax Asset Management LLC

Options & derivatives strategies
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Brian W

Series 63, Series 65

Branford, CT

B.P. Walsh and Co., LLC

Active portfolio management Concentrated stock management
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John M

Series 63, Series 65

Guilford, CT

McCauley Investments Advisors LLC

Options & derivatives strategies Passive / index investing Wealth management
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Douglas K

CFA®, Series 63

Chester, CT

DAK Financial Services, LLC

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance Life insurance needs analysis
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Sally K

CFP®, Series 65

Guilford, CT

Real Financial Planning, LLC

Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) General retirement planning General estate planning guidance Self-Employed Retired Young Families Young Professionals
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Gregory G

CFP®, Series 63

Madison, CT

East Guilford Financial Services LLC

Wealth management
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Keith H

Series 63, Series 65

Guilford, CT

Smartvalue Investment Management, LLC

Active portfolio management Wealth management Tax-loss harvesting
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