Direct booking

firm logo

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 48 near 30533

Out of 400,000+ nationwide

firm logo

Eric L

Series 66

Gainesville, GA

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Business ownership considerations ESG / Sustainable investing Founder/Business Owner Religious/faith focused Values-based investing
user avatar

Tracey G

CFP®, Series 63, Series 65

Gainesville, GA

Blossom Balance LLC

user avatar
firm logo

John B

Series 65

Dawsonville, GA

ReliaStar Capital Management, Inc.

user avatar
firm logo

Carson B

Series 63, Series 66

Dawsonville, GA

ReliaStar Capital Management, Inc.

user avatar
firm logo

Amy A

CFP®

Dawsonville, GA

Michael L. Ball, CPA, LLC

user avatar
firm logo

Deborah L

Series 63, Series 65

Dawsonville, GA

CapVisor Associates, LLC

user avatar
firm logo

Paul D

Series 65

Dawsonville, GA

CapVisor Associates, LLC

user avatar
firm logo

Carl T

Series 66

Dawsonville, GA

CapVisor Associates, LLC

user avatar
firm logo

Zachary G

Series 66

Dawsonville, GA

Dempsey Lord Smith, LLC

user avatar
firm logo

John E

Series 63, Series 65

Cleveland, GA

Moors & Cabot, Inc.

© 2026 Warmer Holdings Inc. (“Warmer”)
Terms of Service and Advisory Agreement Privacy Policy Form ADV Brochure Form CRS
Warmer is an SEC-registered investment advisor. Warmer provides personalized recommendations and introductions to independent fiduciary advisors. Our advice is limited to these digital matches—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