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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 366 near 32713

Out of 400,000+ nationwide

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Sammy W

Series 63, Series 66

Longwood, FL

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Wealth management Founder/Business Owner
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Vadim K

CFP®, Series 66

Winter Springs, FL

Edward Jones

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Calin C

CFP®, Series 66

Lake Mary, FL

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Wealth management Founder/Business Owner
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David R

CFP®, Series 66

Lake Mary, FL

Edward Jones

Retirement income strategy Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance
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Leigh L

Series 66

Sanford, FL

Edward Jones

Retirement income strategy Business ownership considerations General estate planning guidance Wealth management Military & Veterans Founder/Business Owner
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Joseph H

Series 66

Eustis, FL

Edward Jones

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Wealth management Retirement income strategy Cash flow / budgeting Founder/Business Owner Young Professionals
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Erick B

Series 66

Debary, FL

Edward Jones

Retirement income strategy Multi-generational wealth transfer General estate planning guidance Oil & Gas
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Elaine D

Series 66

Deltona, FL

Edward Jones

Exec comp design Business ownership considerations General estate planning guidance Founder/Business Owner Doctor or Medical Professional Hispanic/Latino/Latinx
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Bradford T

Series 63, Series 66

Orange City, FL

Edward Jones

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Retirement income strategy Wealth management
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Jeffery R

CFP®, Series 63, Series 65

Deland, FL

Edward Jones

Retirement income strategy Charitable giving & philanthropy Business ownership considerations General retirement planning Founder/Business Owner Intergenerational Families
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