Direct booking

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Aaron K

CFP®

Calabasas, CA

Greenup Street Wealth Management LLC

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 30 financial advisors of 47 near 27312

Out of 400,000+ nationwide

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Kevin M

Series 66

Pittsboro, NC

Edward Jones

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Divorce financial planning Retirement income strategy General retirement planning
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Shari B

Series 66

Pittsboro, NC

Edward Jones

College savings (529s, UTMA, etc.) Business ownership considerations Retirement income strategy General retirement planning Wealth management Founder/Business Owner
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Maria L

CFP®, Series 66

Cary, NC

Edward Jones

Business ownership considerations Inheritance planning Business exit / sale strategy Wealth management Founder/Business Owner Executive Doctor or Medical Professional Widow/Widower
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Sharon D

CFP®, Series 66

Chapel Hill, NC

Edward Jones

Charitable giving & philanthropy Retirement income strategy General retirement planning Wealth management Business ownership considerations Founder/Business Owner
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Christopher F

Series 65

New Hill, NC

Confiance Financial LLC

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Paul F

CFA®, Series 63, Series 65

Pittsboro, NC

Queenfin LLC

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William N

CFP®, Series 66

Chapel Hill, NC

Newcomb Financial Advisors, LLC

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William B

CFP®, Series 65

Chapel Hill, NC

Maze Financial Planning

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Ryan G

CFP®, Series 63, Series 65

Chapel Hill, NC

Tarheel Advisors, LLC

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Walter H

CFP®, Series 63, Series 65

Chapel Hill, NC

Tarheel Advisors, LLC

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