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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 19567

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Scott F

Series 65

Wyomissing, PA

Foster Investment Management, LLC

Passive / index investing Active portfolio management
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Francis P

Series 63, Series 65

Mohnton, PA

GuidePost Capital Management Group, LLC

Retirement income strategy Options & derivatives strategies

Dillon K

CFP®

Sinking Spring, PA

Rewealth

I'm a real estate investor and coach-at-heart with first-hand experience in landlording, property management, and adding value through late night renovations and elbow grease. It can be hard for real estate investors to find a financial advisor that's not pitching them on another insurance product or trying to persuade them to sell their properties and put the proceeds into securities the advisor can manage. I founded REWealth to be different: to bring real financial planning and conflict-free advice to those who hold or aspire to hold real estate directly. I've spent over ten years combined in finance, technology, and real estate. Before that, I was an elementary school teacher. In each role, the bar was held high to achieve excellence for clients, partners, and students. REWealth holds itself, and I hold myself, to the same high standards of execution and integrity. I'll add that while REWealth is open to servicing people from all backgrounds, my family and I are Christians and are members in good standing at our local church. Check out REWealth’s website here: https://rewealthplanning.com/

Business ownership considerations Business Financial Management Real Estate Professional Christian Faith Based
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Thomas P

Series 66

Lebanon, PA

GT Wealth LLC

Retirement income strategy Roth conversion strategy Income planning General estate planning guidance Passive / index investing Approaching retirement
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Craig H

Series 65

Wyomissing, PA

Walsky Investment Management Inc

Active portfolio management
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Jay K

Series 65

Wyomissing, PA

Berkshire Advisors, Inc.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Founder/Business Owner Executive
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Christopher M

CFP®, Series 66

Wyomissing, PA

Schuylkill Financial, LLC

General retirement planning Tax-loss harvesting Options & derivatives strategies Cash flow / budgeting
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Tyler S

Series 63, Series 65

Shillington, PA

Hyperion Financial

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Business ownership considerations Tax strategies for small businesses Young Professionals
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Michael H

CFP®, Series 63, Series 65

Shillington, PA

Hyperion Financial

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Business ownership considerations Tax strategies for small businesses Young Professionals
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Jay K

Series 63, Series 65

Wyomissing, PA

Berkshire Advisors, Inc.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Founder/Business Owner Executive
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