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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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Steve S

CFP®

Eldersburg, MD

ABEL Financial Management Co.

Hi, I'm Steve. I've loved financial planning ever since I was a kid watching the ticker tape on CNBC as my mom, a homemaker learned about finances herself. I grew up in a very frugal household who taught me about working hard and saving for the future. My mother was a homemaker or "domestic engineer" as she calls it and my father was a federal employee. I was fortunate to be introduced to Rita Abel and become the owner of her small, family owned financial planning firm in 2019. Today we work with approximately 60 families. What makes us unique is our passion to be "accountability partner's" for our clients to ensure they take care of the important financial matters in their lives. We are part financial advisors and party financial therapists for our married couples but most importantly we are organized, proactive and have a passion for financial planning. Looking forward to meeting and if you want to know more, I encourage you to read our google reviews online. Just search "Abel Financial Reviews" in google.

Roth conversion strategy Early retirement planning General tax planning Inheritance planning Wealth management Retired Executive Military & Veterans Government Employee Biotech Professional Established Professionals Approaching retirement
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Daryan L

CFP®, Series 63

Glyndon, MD

Lenz Integrity Financial

Active portfolio management
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James F

Series 63, Series 66

Towson, MD

Baltimore Avenue Investments, LLC

Options & derivatives strategies Active portfolio management
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Diepriye B

Series 66

Owings Mills, MD

Gramel Capital Management LLC

General tax planning Wealth management Passive / index investing
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Gabriel T

PFSâ„¢, Series 66

Baltimore, MD

Trasatti Wealth Planning, LLC

General retirement planning College savings (529s, UTMA, etc.)
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Jeffery H

Series 66

Gwynn Oak, MD

Investream

Options & derivatives strategies Real estate investing
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Andrew D

Series 65, Series 66

Baltimore, MD

Schiff Wealth Advisors, LLC

Passive / index investing Real estate investing Tax-loss harvesting College savings (529s, UTMA, etc.)
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Gregory F

Series 63, Series 65

Baltimore, MD

Society Investment Management

General retirement planning General tax planning Cash flow / budgeting
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Francis H

Series 63, Series 65

Towson, MD

Base Management Co

Active portfolio management
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Shaun B

Series 66

Westminster, MD

Alton Point Advisors, LLC

Income planning Retirement income strategy General retirement planning Tax-loss harvesting Life insurance needs analysis
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