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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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CFP®, Series 63

Lockport, NY

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Wealth management Active portfolio management Passive / index investing
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Series 63, Series 66

Medina, NY

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Wealth management Retirement plans for business owners (SEP, solo 401k) Private / alternative investments Options & derivatives strategies
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Kevin S

Series 63, Series 65

Lockport, NY

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Business ownership considerations Business succession planning Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Annuities Founder/Business Owner
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Roger M

Series 63, Series 65

Lockport, NY

Sequent Planning, LLC

Retirement income strategy Roth conversion strategy Equity compensation tax strategy Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Founder/Business Owner Executive
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Robert R

Series 63, Series 65

Medina, NY

key Investment Services LLC

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Active portfolio management
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Kimberly B

Series 63, Series 65

Lockport, NY

key Investment Services LLC

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Active portfolio management
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Mallory H

Series 63, Series 66

Lockport, NY

key Investment Services LLC

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Active portfolio management
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Erik O

Series 66

Lockport, NY

Moors & Cabot, Inc.

Wealth management ESG / Sustainable investing Options & derivatives strategies Private / alternative investments Founder/Business Owner Retired
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Jonathan M

Series 63, Series 66

Lockport, NY

Independent Financial partners

Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive Retired
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Terri T

Series 63, Series 66

Rochester, NY

key Investment Services LLC

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Active portfolio management
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