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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

Advisors near 37070

Out of 400,000+ nationwide

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William A

Series 66

Nashville, TN

Center Hill Wealth, LLC

Active portfolio management
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Angelo R

Series 63, Series 65

Mount Juliet, TN

Roman Wealth Management, LLC

Active portfolio management
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Shawna M

Series 63, Series 65, Series 66

Mt Juliet, TN

Moore Wealth Partners, LLC

Wealth management Retirement income strategy Cash flow / budgeting General tax planning Long-term care insurance Executive Founder/Business Owner HENRY (High Earners, Not Rich Yet) Approaching retirement
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Rohit P

CFA®, Series 66

Nashville, TN

Lotus Asset Management Limited Liability Company

Private / alternative investments Options & derivatives strategies Active portfolio management Real estate investing
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Christian H

Series 66

Nashville, TN

Christian A. Hermo LLC

Income planning Cash flow / budgeting
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Christopher V

Series 65

Nashville, TN

CV Securities Analysis, LLC

Options & derivatives strategies Passive / index investing Real estate investing
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Gary K

Series 65

Nahville, TN

King Capital Management LLC

Tax-loss harvesting
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Carl A

CFP®, Series 63, Series 65

Nashville, TN

Apple & Company, Inc.

Private / alternative investments Real estate investing Annuities College savings (529s, UTMA, etc.)
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James B

CFP®, Series 63

Nashville, TN

Wave Wealth Planning, LLC

General retirement planning College savings (529s, UTMA, etc.) Wealth management Passive / index investing Active portfolio management
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Steven M

CFA®, Series 63

Nashville, TN

AVA Wealth Management LLC

Concentrated stock management
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