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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 438 near 34990

Out of 400,000+ nationwide

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Russell R

Series 66

Palm City, FL

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance ESG / Sustainable investing Founder/Business Owner Values-based investing Religious/faith focused Intergenerational Families
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Alejandro V

Series 63, Series 66

Port St Lucie, FL

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Liquidity event planning Business exit / sale strategy General estate planning guidance
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Bryce B

Series 66

Palm City, FL

Edward Jones

Retirement income strategy Wealth management Business ownership considerations Business exit / sale strategy Business succession planning Founder/Business Owner Executive Intergenerational Families
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James A

CFP®, ChFC®, Series 66

Stuart, FL

Edward Jones

Retirement income strategy Wealth management ESG / Sustainable investing Business ownership considerations General estate planning guidance Founder/Business Owner Intergenerational Families
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Paul N

Series 66

Stuart, FL

Edward Jones

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Business Financial Management Financial Professional
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Cody A

CFP®, ChFC®, Series 66

Jensen Beach, FL

Edward Jones

Retirement income strategy General retirement planning Inheritance planning Multi-generational wealth transfer Wealth management Technology Professional
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Krista R

Series 66

Jensen Beach, FL

Edward Jones

Retirement income strategy General retirement planning Founder/Business Owner Dentist Engineering Professional
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Lee C

Series 66

Hobe Sound, FL

Edward Jones

Retirement income strategy General retirement planning Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner Intergenerational Families
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John P

Series 66

Hobe Sound, FL

Edward Jones

Retirement income strategy Divorce financial planning
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Joshua B

Series 66

Stuart, FL

Edward Jones

Retirement income strategy Charitable giving & philanthropy Divorce financial planning General estate planning guidance Retirement withdrawal strategies
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