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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 351 near 06795

Out of 400,000+ nationwide

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Allen D

Series 66

Bantam, CT

Edward Jones

Charitable giving & philanthropy Divorce financial planning General estate planning guidance Multi-generational wealth transfer Retirement income strategy Intergenerational Families Divorced
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James Z

Series 63, Series 66

Thomaston, CT

Edward Jones

Divorce financial planning Business ownership considerations Retirement income strategy General retirement planning General estate planning guidance Founder/Business Owner
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Bosmat C

CFP®, Series 66

Cheshire, CT

Edward Jones

Retirement income strategy Business exit / sale strategy General estate planning guidance Charitable giving & philanthropy Multi-generational wealth transfer LGBTQIA
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David M

ChFC®, Series 63, Series 66

Southbury, CT

Edward Jones

Retirement income strategy General retirement planning Multi-generational wealth transfer General estate planning guidance Intergenerational Families
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John H

Series 66

Woodbury, CT

Edward Jones

College savings (529s, UTMA, etc.) General estate planning guidance Military & Veterans
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Nicholas P

Series 66

Southington, CT

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Doctor or Medical Professional
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Cailyn P

CFP®, Series 63, Series 66

Bantam, CT

Edward Jones

Charitable giving & philanthropy Multi-generational wealth transfer Retirement income strategy General estate planning guidance Inheritance planning Widow/Widower
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John E

Series 63, Series 66

Watertown, CT

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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Stephen H

Series 66

Middlebury, CT

Edward Jones

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Business ownership considerations Retirement income strategy Wealth management Founder/Business Owner
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James M

Series 63, Series 65, Series 66

Southbury, CT

Merrill

James Maloney is a Financial Advisor with Merrill Lynch Wealth Management. In this role, he collaborates closely with clients to identify their financial goals and develop personalized investment management strategies aimed at achieving those objectives. He provides investing advice and facilitates access to banking and lending services through Bank of America. James’s areas of focus include education planning, family wealth management strategies, liquidity management, personal retirement planning, and retirement income. He approaches financial advising by considering clients’ complete financial pictures and tailoring solutions to meet their individual needs. He holds the Personal Investment Advisor (PIA) designation and earned both a Bachelor's Degree and a Master of Business Administration (MBA) from Pace University. Outside of his professional responsibilities, James volunteers as a basketball coach. He also has personal interests in antiquing, basketball, music, pickleball, spending time with family, and table tennis.

Wealth management Retirement income strategy General retirement planning College savings (529s, UTMA, etc.)
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