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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 20007

Out of 400,000+ nationwide

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Alexander L

CFA®, Series 63

Bethesda, MD

Noordzee Capital LLC

Wealth management Active portfolio management Business sale tax planning Founder/Business Owner Executive
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Christopher R

CFP®, Series 63

Chevy Chase, MD

Green View Advisors LLC

Divorce financial planning College savings (529s, UTMA, etc.)
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Harry G

CFP®, Series 63, Series 65

Alexandria, VA

G, G, & M Financial Goals

Cash flow / budgeting Income planning College savings (529s, UTMA, etc.) Retired
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Garo P

Series 66

Alexandria, VA

Potomac Wealth Strategies, LLC

Wealth management Annuities
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David H

CFP®, Series 63

Fairfax, VA

David N. Hainsworth, C.P.A., P.C.

Wealth management General retirement planning College savings (529s, UTMA, etc.)
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Samir B

Series 63, Series 65

Washington, DC

SHB Advisors

Active portfolio management Options & derivatives strategies Concentrated stock management
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Justin Z

Series 65

Vienna, VA

Solution Factory, LLC

General tax planning Cash flow / budgeting
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Eric M

Series 66

Falls Church, VA

POV Wealth LLC

College savings (529s, UTMA, etc.) Student loan debt Annuities
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Paul C

CFP®, Series 63, Series 65

Arlington, VA

Cocozza Financial Planning, LTD.

General estate planning guidance General retirement planning Cash flow / budgeting
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Ryan L

Series 65

Washington, Dc, DC

Lund Capital Management LLC

Wealth management Passive / index investing Active portfolio management
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