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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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Out of 400,000+ nationwide

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Series 65

Winston Salem, NC

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Concentrated stock management General retirement planning Tax-loss harvesting
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Phillip H

CFP®, Series 66

Oak Ridge, NC

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College savings (529s, UTMA, etc.) Retirement income strategy Wealth management Real estate investing
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Danny F

Series 63, Series 65

Winston Salem, NC

Darda Financial

Active portfolio management Options & derivatives strategies Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance
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Cordi P

CFP®, Series 65

Jamestown, NC

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General tax planning General retirement planning Cash flow / budgeting African Americans/Black
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Lawrence W

CFP®, Series 63, Series 65

Greensboro, NC

TCS Financial Services, Inc.

Wealth management Active portfolio management Passive / index investing Executive Doctor or Medical Professional Attorney Founder/Business Owner Retired
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Robert B

Series 66

Jamestown, NC

Legacy One Wealth Management

Cash flow / budgeting
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Christopher A

CFP®, Series 65

Greensboro, NC

Clef Financial, LLC

Business ownership considerations Business exit / sale strategy Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance
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Wendell J

CFP®, ChFC®, Series 65

Greensboro, NC

Phoenix Financial Solutions, Inc.

Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) General retirement planning
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Stephen T

Series 66

High Point, NC

Generations Investment Advisors, LLC

Wealth management Active portfolio management
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Perry C

Series 66

Winston Salem, NC

Grand Street Capital Management, L.L.C.

Wealth management
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