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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

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Matthew C

Series 66

Ave Maria, FL

Valley Oak Investment Strategies LLC

Tax strategies for small businesses Business exit / sale strategy Business succession planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Stuart S

Series 63, Series 65

Bonita Springs, FL

Key Client Fiduciary Advisors, LLC

General retirement planning Wealth management Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Real estate investing Founder/Business Owner
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Eric N

CFP®, Series 63, Series 65

Naples, FL

The Pinnacle Financial Group

Retirement plans for business owners (SEP, solo 401k) Annuities Options & derivatives strategies Real estate investing
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James S

Series 66

Ave Maria, FL

Money Concepts Capital Corp

Annuities College savings (529s, UTMA, etc.) Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Retired Founder/Business Owner Executive
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Kelly O

Series 63, Series 65

Naples, FL

FIFTH THIRD SECURITIES, Inc.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
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Thomas F

CFP®, Series 66

Ave Maria, FL

Independent Advisor Alliance, llc

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) General estate planning guidance
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Sean T

Series 66

Ave Maria, FL

Fidelity

Sean Twombly is a Benefits & Planning Consultant in Executive Services at Fidelity Investments. In this role, he helps corporate executives optimize their employer-sponsored retirement accounts through holistic planning and fosters collaboration to drive better outcomes. Sean has been with Fidelity Investments since 2021, initially serving as an Investment Solutions Representative before his current position beginning in 2023. Prior to that, he worked as a Registered Administrative Assistant at Reliance Wealth Management in 2020. Outside of his professional work, Sean has interests that include art, cars, golf, hiking, movies, and pets.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Executive
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Christian B

Series 66

Ave Maria, FL

Edward Jones

Wealth management Passive / index investing Active portfolio management
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Fabian G

Series 66

Naples, FL

J.P. Morgan Securities

Wealth management Executive Founder/Business Owner
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William O

ChFC®, Series 63, Series 65

Naples, FL

Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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