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Aaron K

CFP®

Calabasas, CA

Greenup Street Wealth Management LLC

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 2,664 near 15205

Out of 400,000+ nationwide

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Chris D

CFP®, CFA®

Pittsburgh, PA

TLG Advisors, Inc.

WELLth Financial Planning employs cutting-edge strategies to solve challenges relating to debt, budgeting, investments, education planning, retirement, and taxes while focusing on helping our clients build healthy relationships with money. Our specialty is creating early retirement plans, adhering to many principles of the "FIRE" (Financial Independence, Retire Early) philosophy. Our clients have big dreams of working on their terms and pursuing career passions as well as personal pursuits. Our evidence-based investment strategies are both proprietary and award-winning, offered in tandem with our financial planning service or alone. With powerhouse investment credentials, WELLth also has the ability to work around complex situations, such as large single stock positions or a high degree of tax sensitivity. We lean on experience gained from managing $200 million of assets at other firms as well as over a decade of formal education and training. Give us a call today and become your best financial self!

Passive / index investing Tax-loss harvesting General tax planning FIRE (Financial Independence Retire Early) Gen X (Born 1965-1980)
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Matthew G

Series 63, Series 65

Wexford, PA

Edward Jones

Retirement income strategy Retirement withdrawal strategies Liquidity event planning Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Michael M

Series 66

Pittsburgh, PA

Edward Jones

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General retirement planning Planning for children with special needs Wealth management
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Patrick B

CFP®, Series 63

Pittsburgh, PA

Edward Jones

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Lance B

Series 63, Series 66

Bethel Park, PA

Edward Jones

Retirement income strategy General retirement planning Wealth management Business exit / sale strategy General estate planning guidance
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Adam D

Series 66

Pittsburgh, PA

Edward Jones

Retirement income strategy General retirement planning Wealth management Business exit / sale strategy General estate planning guidance
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Michael D

CFP®, Series 66

New Kensington, PA

Edward Jones

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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Erika U

Series 66

Pittsburgh, PA

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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Leah L

Series 66

Pittsburgh, PA

Edward Jones

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Kyle B

CFP®, Series 66

Oakmont, PA

Edward Jones

Charitable giving & philanthropy College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy Wealth management
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