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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

Top 20 financial advisors of 20 near 22664

Out of 400,000+ nationwide

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Lora L

Series 66

Woodstock, VA

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy General retirement planning Wealth management Founder/Business Owner
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Justin B

CFP®, Series 66

Strasburg, VA

Edward Jones

College savings (529s, UTMA, etc.) Business ownership considerations Wealth management Retirement income strategy Founder/Business Owner Intergenerational Families
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Ann S

Series 66

Woodstock, VA

Edward Jones

Retirement income strategy General retirement planning Wealth management Business exit / sale strategy General estate planning guidance
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Stuart F

Series 66

Strasburg, VA

Edward Jones

Charitable giving & philanthropy Business ownership considerations General estate planning guidance Wealth management General retirement planning Military & Veterans Founder/Business Owner
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Crystal H

ChFC®, Series 66

Strasburg, VA

Edward Jones

College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Wealth management General estate planning guidance
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Tracy M

Series 63, Series 66

Edinburg, VA

Edward Jones

Charitable giving & philanthropy Retirement income strategy Wealth management Business ownership considerations Business exit / sale strategy Founder/Business Owner
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Lacey S

CFP®, ChFC®, Series 66

Woodstock, VA

Edward Jones

Retirement income strategy General retirement planning Wealth management General estate planning guidance
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Caroline H

Series 63, Series 66

Woodstock, VA

Fidelity

Carol Huber is a Wealth Management Planning Consultant. She has held roles including Investment Consultant at Fidelity Investments from 2023 to 2025, Wealth Management Advisor at TIAA from 2018 to 2022, and Relationship Manager at TIAA from 2015 to 2018. Carol emphasizes a holistic review of clients' financial and personal situations to ensure preparedness for retirement and the aging process. She advocates for annual updates to financial plans and adjustments following significant life changes. Her approach involves educating clients with real-life examples and clear language to help them understand factors impacting their lifestyle and comfort throughout different life stages.

General retirement planning Retirement income strategy Income planning Medicare planning Wealth management
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Sean L

CFP®, ChFC®, Series 63, Series 65

Mt Jackson, VA

Valic Financial Advisors

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Anna G

Series 66

Middletown, VA

Cwm, Llc

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