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 30519

Out of 400,000+ nationwide

user avatar
firm logo

James S

Series 65

Duluth, GA

Stanhouse Financial Planning and Management, LLC

General retirement planning Income planning General tax planning Cash flow / budgeting College savings (529s, UTMA, etc.)
user avatar
firm logo

Srinivasa Rao K

Series 65

Cumming, GA

VIVCAP LLC

Active portfolio management Tax-loss harvesting
user avatar

Raymond H

Series 65

Gainesville, GA

Comprehensive Financial Planning Inc

Concentrated stock management General retirement planning
user avatar
firm logo

Ali S

CFP®, Series 63

Alpharetta, GA

Cwpim

Wealth management General retirement planning Tax-loss harvesting Cash flow / budgeting General estate planning guidance
user avatar

Akhilesh M

Series 65

Johns Creek, GA

Kuber Capital Management, LLC

Options & derivatives strategies
user avatar

Hieu N

Series 63, Series 65

Buford, GA

LegacITree Wealth Management, LLC

Active portfolio management Concentrated stock management
user avatar

James D

ChFC®, Series 63, Series 66

Duluth, GA

Legacy Partner Group

Active portfolio management
user avatar

C V

Series 66

Alpharetta, GA

CN Wealth Management, LLC

Active portfolio management General retirement planning
user avatar
firm logo

Roy L

CFP®, Series 63, Series 66

Gainesville, GA

Larsen Wealth Management, LLC

Annuities Social Security optimization Options & derivatives strategies Private / alternative investments
user avatar
firm logo

Manishkumar J

Series 63, Series 66

Johns Creek, GA

BluePrism Wealth Management LLC

General retirement planning Cash flow / budgeting
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.