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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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Joseph K

Series 66

Middletown, NJ

Joseph C. Kelly & Associates, Inc.

General retirement planning Wealth management
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Kristen V

CFP®

Neptune, NJ

Pathways Financial Planning

Kristen provides unbiased, comprehensive financial planning with expertise in budgeting, retirement planning, investment strategies, tax planning, and major life transitions, including divorce. Her background in education - spending a decade teaching middle school English in San Francisco and Maine- gives her a unique perspective on guiding career changers through financial transitions. She is particularly passionate about working with Childfree individuals, early retirees (and the FIRE community), those navigating divorce, and those forging non-traditional financial paths. She offers hourly financial advice for those seeking one-time guidance or a cost-effective option, divorce planning for clients managing the financial complexities of separation, and ongoing financial planning for those who want continuous support in achieving their goals. Whether you're changing careers, planning for retirement, building wealth, or facing complex financial decisions, Kristen provides knowledgeable, compassionate guidance to help you create a plan that aligns with your goals and values.

General retirement planning General tax planning Work/Life Balance
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Wesley C

Series 63, Series 65

Red Bank, NJ

Olson, Cross & Alamo Advisors LLC

Options & derivatives strategies Private / alternative investments
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Alice S

Series 63, Series 65

Keansburg, NJ

Solomon Investment Group, Inc.

College savings (529s, UTMA, etc.) Annuities
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Peter S

Series 66

Little Silver, NJ

Adaero Capital Management, LLC

Active portfolio management
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Robert M

Series 63, Series 65

Neptune, NJ

DTM Advisory Group LLC

Cash flow / budgeting College savings (529s, UTMA, etc.) Long-term care insurance
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Matthew H

Series 65

Parlin, NJ

Howard-Martin Capital Group, LLC

Active portfolio management
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Donald L

CFP®, Series 63, Series 65

Long Branch, NJ

New Amsterdam Wealth Planning

Retirement income strategy Options & derivatives strategies Cash flow / budgeting
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Denny F

Series 63, Series 65

Woodbridge, NJ

Retirement Income Advisory Group LLC

General retirement planning Retirement income strategy Social Security optimization Business exit / sale strategy Cash flow / budgeting
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Preeti S

CFP®, Series 66

Manalapan, NJ

Enlight Financial LLC

Active portfolio management Real estate investing
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