Direct booking

firm logo

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 21655

Out of 400,000+ nationwide

user avatar

Thomas C

CFP®, Series 66

Easton, MD

Index Portfolio Tools Advisors

Passive / index investing
user avatar

Edwin S

Series 63, Series 65

Easton, MD

Shore Financial Advisors, LLC

Options & derivatives strategies Passive / index investing Active portfolio management Private / alternative investments Founder/Business Owner Attorney
user avatar

Lars E

Series 65

Easton, MD

East Bay Equities LLC

Real estate investing
user avatar
firm logo

Matthew A

Series 63, Series 65

Easton, MD

DRS Wealth Management

Wealth management Private / alternative investments Real estate investing Options & derivatives strategies Founder/Business Owner Executive
user avatar
firm logo

Michael N

Series 63, Series 65

Southport, NC

DRS Wealth Management

Wealth management Private / alternative investments Real estate investing Options & derivatives strategies Founder/Business Owner Executive
user avatar
firm logo

Gretchen S

Series 66

Easton, MD

Tred Avon Family Wealth, LLC

Private / alternative investments Options & derivatives strategies Wealth management Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner Retired
user avatar
firm logo

Frances S

CFP®, Series 63, Series 65

Easton, MD

Tred Avon Family Wealth, LLC

Private / alternative investments Options & derivatives strategies Wealth management Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner Retired
user avatar
firm logo

Adam L

Series 66

Easton, MD

Andersen Wealth Management

Social Security optimization
user avatar
firm logo

Joseph L

Series 65

Easton, MD

Andersen Wealth Management

Social Security optimization
user avatar
firm logo

Brady B

Series 65

Easton, MD

Andersen Wealth Management

Social Security optimization
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")

We found advisors who
match your criteria

Add your contact info to see them and get help making the right introduction.

We'll only reach out about your advisor search.

No spam.