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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 315 near 32163

Out of 400,000+ nationwide

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Craig D

Series 63, Series 66

Howey In The Hills, FL

Edward Jones

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Brian C

Series 66

Tavares, FL

Edward Jones

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Business ownership considerations Family Business Multi-generational wealth transfer
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David M

Series 63, Series 66

The Villages, FL

Edward Jones

General estate planning guidance Active portfolio management
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Jeananne N

CFP®, Series 66

Leesburg, FL

Edward Jones

Retirement income strategy Charitable giving & philanthropy General estate planning guidance Wealth management Retirement plans for business owners (SEP, solo 401k)
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Marc S

CFP®, Series 66

The Villages, FL

Edward Jones

Retirement income strategy Charitable giving & philanthropy Wealth management Professional Athlete Entertainment Industry
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Brittany K

Series 66

The Villages, FL

Edward Jones

Retirement income strategy General retirement planning Retirement withdrawal strategies Retirement plans for business owners (SEP, solo 401k) ESG / Sustainable investing Educators, Teachers, and Academics Religious/faith focused Values-based investing
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Luke E

CFP®, Series 66

The Villages, FL

Edward Jones

Business ownership considerations Business exit / sale strategy Business succession planning Retirement income strategy General estate planning guidance Military & Veterans Founder/Business Owner
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Robert K

Series 66

The Villages, FL

Edward Jones

Retirement income strategy Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Founder/Business Owner
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Samuel B

Series 66

Summerfield, FL

Edward Jones

Retirement income strategy Wealth management Business ownership considerations Military & Veterans Founder/Business Owner Religious/faith focused
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Anthony M

CFP®, Series 66

Ocala, FL

Edward Jones

Retirement income strategy General retirement planning Wealth management General estate planning guidance Inheritance planning Widow/Widower
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