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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 289 near 16002

Out of 400,000+ nationwide

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Tyler B

Series 66

Zelienople, PA

Edward Jones

Retirement income strategy General estate planning guidance Wealth management Retirement withdrawal strategies Retirement plans for business owners (SEP, solo 401k)
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Catherine V

Series 66

Cranberry Twp, PA

Edward Jones

College savings (529s, UTMA, etc.) Business ownership considerations Retirement income strategy Planning for children with special needs Founder/Business Owner
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Brian J

Series 66

Zelienople, PA

Edward Jones

Retirement income strategy General estate planning guidance Business ownership considerations Business exit / sale strategy Wealth management Founder/Business Owner
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Daniel S

Series 66

Cranberry Township, PA

Edward Jones

College savings (529s, UTMA, etc.) Retirement income strategy Wealth management Inheritance planning General estate planning guidance
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Craig H

Series 66

Cranberry Township, PA

Edward Jones

College savings (529s, UTMA, etc.) General retirement planning Wealth management ESG / Sustainable investing Oil & Gas
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John B

Series 66

Saxonburg, PA

Edward Jones

Retirement income strategy General retirement planning Business ownership considerations Business exit / sale strategy Multi-generational wealth transfer Founder/Business Owner Intergenerational Families
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James T

Series 66

Seven Fields, PA

Edward Jones

Retirement income strategy Equity Recipients (RS/RSU, SOP, ESPP) Business succession planning Divorce financial planning General estate planning guidance
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Michael B

Series 66

Evans City, PA

Edward Jones

College savings (529s, UTMA, etc.) Retirement income strategy General estate planning guidance Wealth management
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Robert S

Series 63, Series 66

Cranberry Twp, PA

Edward Jones

Retirement income strategy Charitable giving & philanthropy General estate planning guidance Retirement withdrawal strategies Wealth management
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Amanda T

Series 66

Butler, PA

Edward Jones

College savings (529s, UTMA, etc.) Multi-generational wealth transfer Retirement income strategy General retirement planning
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