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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 1,845 near 06825

Out of 400,000+ nationwide

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Michael B

CFP®

Westport, CT

Brennan Capital Management LLC

As the Founder of Brennan Capital Management, I bring over 17+ years of experience working in the financial services industry at leading organizations including Goldman Sachs, JPMorgan Chase and Finacity Corporation to guide individuals and businesses through the intricacies of financial planning and wealth management. I assess clients' financial situations, set strategic goals, and craft tailored plans encompassing investment management, retirement planning, tax strategies, and estate planning. My approach combines deep industry knowledge with a commitment to transparency and integrity.

Business ownership considerations Business Financial Management Business exit / sale strategy Founder/Business Owner Gen Y/Millennials (Born 1980-1995)
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David P

Series 63, Series 66

Milford, CT

Edward Jones

Retirement income strategy Business exit / sale strategy Business Financial Management General estate planning guidance Wealth management Technology Professional
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Christopher D

ChFC®, Series 63, Series 66

Milford, CT

Edward Jones

College savings (529s, UTMA, etc.) Business ownership considerations Retirement income strategy Wealth management Retirement withdrawal strategies Founder/Business Owner
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Brian M

CFP®, Series 66

Stratford, CT

Edward Jones

Retirement income strategy College savings (529s, UTMA, etc.) Business ownership considerations Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner
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Gregory K

Series 66

Southport, CT

Edward Jones

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance Wealth management Professional Athlete Entertainment Industry
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Achyuta N

CFP®, ChFC®, PFS™, Series 66

Monroe, CT

Edward Jones

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

Series 63, Series 66

Fairfield, CT

Edward Jones

College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy Wealth management
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Lori L

Series 63, Series 66

Norwalk, CT

Edward Jones

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Jonathan B

Series 66

Fairfield, CT

Edward Jones

Retirement income strategy General retirement planning Wealth management
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George A

Series 63, Series 65

Ridgefield, CT

Edward Jones

Retirement income strategy Charitable giving & philanthropy Divorce financial planning Multi-generational wealth transfer General retirement planning
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