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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 537 near 34219

Out of 400,000+ nationwide

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Garrett M

CFP®, ChFC®

Bradenton, FL

Moore Financial Management, Inc.

Hi, my name is C Garrett Moore. I am carrying on a family tradition of over 30 years of helping people get retired, and stay retired. Since taking the reins in 2017, I transformed the business into a fully independent fiduciary firm so that I can put my clients first and do what's best for them. I also obtained the CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Consultant® designations which exemplify my commitment to the highest standards of integrity and professionalism. I help pre-retirees plan for their upcoming financial independence, and young professional families get their financial lives simplified and on track towards the life they want. When I'm not working with clients, you can find me chasing down our two beautifully crazy boys, Gavin and Gabriel.

General retirement planning Young Professionals
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Debbie L

Series 66

Palmetto, FL

Edward Jones

College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance General retirement planning Wealth management Founder/Business Owner
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Chad B

Series 63, Series 65

Bradenton, FL

Edward Jones

Retirement income strategy Wealth management Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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Sean A

Series 66

Wimauma, FL

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy Retirement income strategy Wealth management Military & Veterans Founder/Business Owner
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James C

Series 66

Bradenton, FL

Edward Jones

Retirement income strategy General retirement planning College savings (529s, UTMA, etc.) Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Jeffrey C

Series 66

Sun City Center, FL

Edward Jones

Retirement income strategy General retirement planning Retirement withdrawal strategies Wealth management
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Brent V

Series 66

Bradenton, FL

Edward Jones

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Wesley B

Series 66

Bradenton, FL

Edward Jones

Multi-generational wealth transfer General retirement planning Educators, Teachers, and Academics
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John C

ChFC®, Series 63, Series 65

Bradenton, FL

Edward Jones

Divorce financial planning Business ownership considerations General estate planning guidance General retirement planning Doctor or Medical Professional Founder/Business Owner
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Richard S

CFP®, Series 66

Lakewood Ranch, FL

Edward Jones

Retirement income strategy Wealth management Business ownership considerations Military & Veterans Founder/Business Owner
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