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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

Advisors near 34105

Out of 400,000+ nationwide

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Ilia A

Series 65

Naples, FL

Alpha Mode Capital LLC

Active portfolio management
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Charley C

CFP®, Series 63, Series 66

Naples, FL

Local Wealth Advisors

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Founder/Business Owner Retired
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Jaime B

CFP®, CPA

Naples, FL

Susko Wealth Advisors

I work with my clients to identify their goals and dreams, assisting them in navigating their individual roadmaps strategically and efficiently toward financial well-being. I was inspired to become a CFP® after spending years in the accounting and tax industry. I worked for Arthur Andersen, LP in New York City as an auditor and later joined my father, Robert Susko, in his tax practice. I recognized the need to serve my clients beyond my role as a Certified Public Accountant. Over the years, I observed how uncomfortable my clients were discussing their finances and how underprepared they were for their retirement. What kept me awake at night though, was how dependent one spouse typically was on the other for handling all the household finances. I noticed traditionally this role fell upon the husband. Since women typically outlive men, I saw too many widows grieving the loss of their spouse while simultaneously trying to put the pieces of their financial puzzle together. I vowed to change this trend. That is why I earned my CFP and why I am so passionate about helping families plan for the future.

Inherited wealth General retirement planning Baby Boomers (Born 1946-1964)
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Mark H

Series 65

Naples, FL

MTH Trading & Capital Management, LLC

Options & derivatives strategies
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Archer G

Series 66

Naples, FL

Gillespie Wealth Management Inc

Family Business General estate planning guidance Charitable giving & philanthropy General tax planning Cash flow / budgeting
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Jamie B

Series 66

Naples, FL

Berger Wealth Management, LLC

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Kenneth R

Series 63, Series 65

Naples, FL

House Capital Advisors, LLC

Active portfolio management Options & derivatives strategies Private / alternative investments
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Frank F

CFA®, Series 65

Naples, FL

Banyan Asset Management, Inc.

Active portfolio management Options & derivatives strategies
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Robert F

Series 66

Naples, FL

RWF Wealth Management LLC

Wealth management Passive / index investing Active portfolio management
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Olivia P

Series 63, Series 65

Naples, FL

HPA Financial Group, LLC

Passive / index investing Real estate investing Annuities
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