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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

Advisors near 07856

Out of 400,000+ nationwide

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Stephen H

Series 63, Series 65

Madison, NJ

Hanley Capital Management, LLC

Passive / index investing
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Erik B

Series 63, Series 65

Randolph, NJ

Calrivan Wealth Management

General retirement planning Wealth management
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Victor V

Series 63

Long Valley, NJ

Tango Capital Management, LLC.(Tcm)

Options & derivatives strategies ESG / Sustainable investing
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Brian O

CFP®, Series 63, Series 65

Morristown, NJ

O'Dowd Asset Management LLC

Options & derivatives strategies Private / alternative investments
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Daren O

Series 66

Whippany, NJ

LBK Financial LLC

Passive / index investing
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John D

Series 63, Series 65

Denville, NJ

Chambers Capital, LLC

Options & derivatives strategies Passive / index investing
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Douglas R

Series 63, Series 65

Long Valley, NJ

ABC Wealth Inc

Private / alternative investments Retirement income strategy Options & derivatives strategies
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Joseph O

Series 65

Long Valley, NJ

Tango Capital Management, LLC.(Tcm)

Options & derivatives strategies ESG / Sustainable investing
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Tibor D

CFP®, Series 66

Boonton, NJ

Wealthness LLC

Business ownership considerations Business succession planning Tax strategies for small businesses Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner
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Paul C

CFP®

Whippany, NJ

Cipriano Wealth Management LLC

I’m Paul Cipriano, the founder of Cipriano Wealth Management. I decided to launch Cipriano Wealth Management as a fee-only, independent registered investment advisor to eliminate the inherent conflicts of interest that investors are often forced to accept when engaging with a financial advisor. I offer comprehensive financial planning under a monthly subscription service. I also combine financial planning with ongoing investment management services and charge fees based on the value of the assets managed (AUM). I prioritize the development of your unique comprehensive financial plan as the foundation of our relationship. I am not singularly focused on gathering assets and refrain from managing investment portfolios unless we have developed a strategic plan for your assets. I worked on the trading desks at several large global investment banks for over 20 years where I was responsible for advising hedge funds and asset managers on portfolio management, investment strategy and market risk. I combine that experience with my training as a CFP® professional to help middle- and high-income families from working class backgrounds achieve their personal financial goals. Would you like to connect? Book a 20 Minute Intro call on my online calendar at calendly.com/ciprianowealth.

Active portfolio management Wealth management Career Changers Mid-Career Professionals Gen X (Born 1965-1980)
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