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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

Top 30 financial advisors of 30 near 32796

Out of 400,000+ nationwide

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Madison G

Series 63, Series 66

Titusville, FL

Fidelity

Madison Gay is a Planning Consultant at Fidelity Investments, a role she has held since 2025. She has progressed through several positions within Fidelity Investments, including Workplace Planning Consultant III, II, and I from 2023 to 2025, and Customer Relationship Advocate from 2022 to 2023. In her current role, Madison partners with clients to understand their goals and develop financial plans tailored to their unique needs. Her experience at Fidelity Investments has provided her with a comprehensive understanding of workplace planning and client relationship management. Madison leverages this expertise to assist clients in aligning their financial plans with their life visions. Outside of her professional work, Madison enjoys board games, family activities, scuba diving, and swimming.

General retirement planning Income planning Retirement income strategy
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Roy M

Series 66

Titusville, FL

Edward Jones

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General retirement planning Doctor or Medical Professional Real Estate Professional
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Kelly H

Series 66

Titusville, FL

Edward Jones

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Multi-generational wealth transfer
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Lindsey H

Series 66

Mims, FL

Edward Jones

General retirement planning Retirement income strategy General estate planning guidance
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Casey C

Series 63, Series 66

Titusville, FL

Edward Jones

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Wealth management Founder/Business Owner
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Aaron W

Series 65

Titusville, FL

Osprey Money Management, LLC

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Robert M

Series 63, Series 66

Titusville, FL

Kestra Advisory

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Matthew M

Series 63, Series 65

Titusville, FL

Wells Fargo Clearing

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Deborah B

Series 66

Titusville, FL

Edward Jones

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Alexander W

Series 66

Titusville, FL

Thrivent Investment Management

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