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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

Top 30 financial advisors of 65 near 12771

Out of 400,000+ nationwide

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Ulana E

CFP®, Series 66

Port Jervis, NY

Edward Jones

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Wealth management ESG / Sustainable investing
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Matthew P

Series 63, Series 66

Middletown, NY

Fidelity

Matthew Perreault is an Investment Consultant at Fidelity Investments in the Paramus, NJ Investor Center. In this role, he connects with local clients to provide guidance and education about their investments and how those investments integrate into their overall financial picture. He employs an approach centered on understanding each client's full situation to help build customized financial plans aligned with their goals. Matthew has held various positions at Fidelity Investments, progressing from Customer Relationship Advocate in 2021-2022 to his current role as Investment Consultant starting in 2025. His previous roles include Help Desk, Financial Representative, Relationship Manager, and Planning Consultant, reflecting a breadth of experience within the organization. Outside of his professional responsibilities, Matthew's personal interests include hiking, movies, music, outdoor adventures, pets, and soccer.

Wealth management Passive / index investing Active portfolio management Financial Professional
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George S

CFP®, Series 66

Shohola, PA

Edward Jones

Charitable giving & philanthropy Retirement income strategy Business ownership considerations Business succession planning Multi-generational wealth transfer Executive Founder/Business Owner
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Thomas B

Series 65

Middletown, NY

Aviles Capital Management LLC

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Martial F

Series 65

Vernon, NJ

The Millstone Evans Group, LLC

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Scott G

CFA®, Series 63

Milford, PA

Biondo Investment Advisors LLC

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Ariel K

Series 63, Series 65, Series 66

Milford, PA

Biondo Investment Advisors LLC

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Nicole D

Series 63, Series 65

Milford, PA

Biondo Investment Advisors LLC

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Luke B

Series 65

Milford, PA

Biondo Investment Advisors LLC

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Karl W

Series 63, Series 65

Milford, PA

Biondo Investment Advisors LLC

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