Direct booking

firm logo

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 08829

Out of 400,000+ nationwide

user avatar
firm logo

Victor V

Series 63

Long Valley, NJ

Tango Capital Management, LLC.(Tcm)

Options & derivatives strategies ESG / Sustainable investing
user avatar

John M

Series 63, Series 65

Annandale, NJ

Macmillan Financial LLC

General retirement planning General estate planning guidance
user avatar
firm logo

J. M

CFA®

Far Hills, NJ

Manley Capital Management, LLC

Active portfolio management Tax-loss harvesting Wealth management
user avatar
firm logo

Douglas R

Series 63, Series 65

Long Valley, NJ

ABC Wealth Inc

Private / alternative investments Retirement income strategy Options & derivatives strategies
user avatar

Robert S

CFP®, Series 63

Bloomsbury, NJ

RLS Financial Services

Annuities College savings (529s, UTMA, etc.)
user avatar
firm logo

Joseph O

Series 65

Long Valley, NJ

Tango Capital Management, LLC.(Tcm)

Options & derivatives strategies ESG / Sustainable investing
user avatar
firm logo

Marjorie R

CFP®

Flemington, NJ

Rand Financial Planning, LLC

General retirement planning General tax planning Cash flow / budgeting
user avatar
firm logo

Michael M

Series 63, Series 65

Bedminster, NJ

Charter Advisory Group

General retirement planning General tax planning Charitable giving tax strategies Retirement withdrawal strategies Wealth management
user avatar
firm logo

Michael P

Series 63, Series 65

Bedminster, NJ

65 and Sunny! Registered Investment Advisors, LLC

Retirement income strategy Social Security optimization Medicare planning Annuities Long-term care insurance Government Employee Approaching retirement Retired
user avatar
firm logo

Randolph F

Series 63, Series 65

Flemington, NJ

Artemis Wealth Advisors

Options & derivatives strategies Annuities
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")

We found advisors who
match your criteria

Add your contact info to see them and get help making the right introduction.

We'll only reach out about your advisor search.

No spam.