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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

Advisors near 29306

Out of 400,000+ nationwide

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Patrick B

Series 66

Campobello, SC

133 Legacy

Retirement income strategy
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Michael D

Series 66

Boiling Springs, SC

IntelliVest Wealth Management

General retirement planning Options & derivatives strategies Active portfolio management
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Joshua S

Series 66

Spartanburg, SC

Palmetto Private Wealth, LLC

Wealth management
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Logan D

Series 66

Boiling Springs, SC

IntelliVest Wealth Management

General retirement planning Options & derivatives strategies Active portfolio management
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Paul B

Series 66

Spartanburg, SC

Palmetto Private Wealth, LLC

Wealth management
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Stephen S

PFSâ„¢, Series 63, Series 65

Spartanburg, SC

Stravolo Wealth Management, LLC

Active portfolio management Annuities Wealth management
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Constantine B

Series 63, Series 65

Lyman, SC

ONESOURCE Wealth Advisors

Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Equity compensation tax strategy Options & derivatives strategies Founder/Business Owner Executive
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Charlotte M

CFP®, Series 66

Moore, SC

Family Financial

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive Retired
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David T

CFP®, Series 66

Spartanburg, SC

MTM Investment Management, LLC

Private / alternative investments Real estate investing
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John M

Series 65

Spartanburg, SC

MTM Investment Management, LLC

Private / alternative investments Real estate investing
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