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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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Out of 400,000+ nationwide

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Ryan F

CFP®, Series 63

Fort Wayne, IN

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General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Business ownership considerations Founder/Business Owner
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Dennis H

CFP®, Series 63, Series 65

Fort Wayne, IN

Houlihan Asset Management LLC

General tax planning College savings (529s, UTMA, etc.) General retirement planning General estate planning guidance
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Antony S

CFP®, Series 63, Series 65

Fort Wayne, IN

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General retirement planning Tax strategies for small businesses College savings (529s, UTMA, etc.) General tax planning
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Steven G

CFP®, Series 66

Fort Wayne, IN

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College savings (529s, UTMA, etc.) Cash flow / budgeting Founder/Business Owner Executive
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Martin B

CFP®, Series 63, Series 65

Fort Wayne, IN

Bassett Financial Advisors

General retirement planning
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Jordan W

CFP®, Series 63, Series 66

Fort Wayne, IN

Wise Wealth Management

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance Tax strategies for small businesses
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Thomas D

CFP®, ChFC®, Series 63, Series 65

Fort Wayne, IN

Diem Wealth Management

General retirement planning General tax planning General estate planning guidance Cash flow / budgeting
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Ryan M

Series 66

Fort Wayne, IN

Mabry Wealth Management, LLC

Real estate investing Wealth management
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Robert A

CFP®, Series 63, Series 65

New Haven, IN

Anweiler Financial Management, LLC

Income planning Retirement income strategy Options & derivatives strategies General tax planning
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Dalton A

Series 65

Fort Wayne, IN

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Active portfolio management Options & derivatives strategies
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