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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 12549

Out of 400,000+ nationwide

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Shawn E

Series 63, Series 65

Newburgh, NY

TruNorth Financial LLC

Annuities College savings (529s, UTMA, etc.) Life insurance needs analysis Cash flow / budgeting
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Thomas B

Series 65

Middletown, NY

Aviles Capital Management LLC

Active portfolio management Options & derivatives strategies
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Christopher P

CFP®, Series 63, Series 65

Goshen, NY

Great Path Planning

General retirement planning Tax strategies for small businesses Passive / index investing Founder/Business Owner Retired
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Mark L

Series 65

Montgomery, NY

HV Capital Management

Private / alternative investments Wealth management
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Ronald M

CFA®, Series 63, Series 65

Montgomery, NY

HV Capital Management

Private / alternative investments Wealth management
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Danielle A

CFP®, Series 66

Beacon, NY

Brooklyn Plans LLC

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Tax strategies for small businesses Retired Self-Employed Airline Pilot Young Professionals Mid-Career Professionals
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Kristen E

CFP®

Beacon, NY

Brooklyn Plans LLC

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Tax strategies for small businesses Retired Self-Employed Airline Pilot Young Professionals Mid-Career Professionals
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Michael R

CFP®, Series 63, Series 65

Goshen, NY

Orange Investment Advisors, Inc.

Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k) General tax planning
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Hillary M

Series 65

Goshen, NY

Orange Investment Advisors, Inc.

Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k) General tax planning
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James S

Series 63, Series 65

Goshen, NY

Orange Investment Advisors, Inc.

Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k) General tax planning
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