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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 218 near 34741

Out of 400,000+ nationwide

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Kristin A

CFP®, Series 66

Orlando, FL

Edward Jones

Charitable giving & philanthropy Equity Recipients (RS/RSU, SOP, ESPP) General estate planning guidance Retirement income strategy Active portfolio management
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Kaley M

Series 66

Orlando, FL

Edward Jones

Retirement income strategy Divorce financial planning General estate planning guidance Charitable giving & philanthropy Hispanic/Latino/Latinx
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Kevin T

Series 66

Kissimmee, FL

Edward Jones

Divorce financial planning Business ownership considerations General estate planning guidance General retirement planning Wealth management Doctor or Medical Professional Founder/Business Owner
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Kristina D

CFP®, ChFC®, Series 63, Series 66

Orlando, FL

Edward Jones

Wealth management Founder/Business Owner Doctor or Medical Professional Financial Professional
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Joshua C

Series 66

Orlando, FL

Edward Jones

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Lawrence W

Series 63, Series 66

Davenport, FL

Edward Jones

Charitable giving & philanthropy General estate planning guidance Wealth management General retirement planning
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Ariel D

Series 66

St Cloud, FL

Edward Jones

College savings (529s, UTMA, etc.) Divorce financial planning Business ownership considerations General estate planning guidance General retirement planning Founder/Business Owner Hispanic/Latino/Latinx
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Robert R

Series 66

Kissimmee, FL

Edward Jones

Divorce financial planning Business ownership considerations Business exit / sale strategy Retirement income strategy General estate planning guidance Founder/Business Owner
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Joel S

Series 63, Series 66

Davenport, FL

Edward Jones

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management ESG / Sustainable investing Founder/Business Owner
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James G

Series 66

Orlando, FL

Merrill

James Gomatos is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since joining the firm in 2012, he has focused on delivering a comprehensive approach to wealth management that starts with understanding each client's unique needs and goals. He leverages the investment resources of Merrill Lynch and the banking services of Bank of America to address multiple aspects of clients' financial lives. James holds the designation of Senior Portfolio Advisor, allowing him to provide traditional advisory services as well as build and manage custom investment strategies. He utilizes a wide range of Merrill model portfolios and third-party investment options, and when managing clients' portfolios through the firm’s Investment Advisory Program, he may do so on a discretionary basis. His areas of client focus include Family Wealth Management Strategies, Managing New Wealth, Personal Retirement Planning, and Retirement Income. James earned a bachelor's degree from the University of Central Florida. He also holds professional designations as a Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA). Outside of his professional work, James’s personal interests include biking, golfing, and running.

Wealth management Active portfolio management Retirement income strategy General retirement planning
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