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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 1,208 near 34110

Out of 400,000+ nationwide

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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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Darryl Y

Series 63, Series 66

Naples, FL

Edward Jones

Retirement income strategy General estate planning guidance Wealth management
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Colin O

CFP®, Series 63, Series 65

Naples, FL

Edward Jones

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Ashley B

Series 66

Naples, FL

Edward Jones

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General retirement planning
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Darrin S

Series 66

Naples, FL

Edward Jones

Retirement income strategy Business ownership considerations Military & Veterans Founder/Business Owner
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Nila M

ChFC®, Series 66

Naples, FL

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Business ownership considerations Business exit / sale strategy Multi-generational wealth transfer Founder/Business Owner
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Douglas C

Series 63, Series 66

Naples, FL

Edward Jones

Retirement income strategy General retirement planning Retirement withdrawal strategies Retirement plans for business owners (SEP, solo 401k) Planning for children with special needs
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Eric R

CFP®, Series 66

Naples, FL

Edward Jones

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Multi-generational wealth transfer Founder/Business Owner
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Anuradha S

Series 63, Series 65, Series 66

Naples, FL

Edward Jones

Divorce financial planning Multi-generational wealth transfer Executive Doctor or Medical Professional Intergenerational Families
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Guy S

CFP®, ChFC®, Series 63

Naples, FL

Edward Jones

Business ownership considerations Business exit / sale strategy Wealth management General retirement planning Founder/Business Owner Professional Athlete Entertainment Industry
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