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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 309 near 33830

Out of 400,000+ nationwide

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Joshua C

Series 66

Auburndale, FL

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning
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Bridget C

Series 66

Lake Wales, FL

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business Financial Management Military & Veterans Founder/Business Owner
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Grayson O

Series 66

Bartow, FL

Edward Jones

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance Retirement withdrawal strategies General retirement planning
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Matthew F

Series 63, Series 66

Winter Haven, FL

Edward Jones

College savings (529s, UTMA, etc.) Multi-generational wealth transfer Retirement income strategy General retirement planning
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Shane N

CFP®, Series 63, Series 66

Bartow, FL

Edward Jones

Retirement income strategy General retirement planning Wealth management
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Stephen S

Series 63, Series 65, Series 66

Plant City, FL

Edward Jones

Business ownership considerations Business succession planning General estate planning guidance Multi-generational wealth transfer Wealth management Founder/Business Owner
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Gary W

Series 66

Lakeland, FL

Edward Jones

Retirement income strategy General retirement planning Wealth management
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Michael P

CFP®, Series 66

Lakeland, FL

Edward Jones

Retirement income strategy General retirement planning Charitable giving & philanthropy General estate planning guidance ESG / Sustainable investing
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James F

Series 63, Series 66

Winter Haven, FL

Edward Jones

Retirement income strategy College savings (529s, UTMA, etc.) Business ownership considerations Retirement withdrawal strategies Wealth management Founder/Business Owner
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Matthew S

Series 63, Series 66

Winter Haven, FL

Edward Jones

Retirement income strategy Wealth management
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