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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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Eldin F

Series 63, Series 65

Southfield, MI

Sterling Advisory Group LLC

ESG / Sustainable investing Equity compensation tax strategy Business succession planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Values-based investing
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Daniel S

Series 63, Series 65

Bingham Farms, MI

Octo Capital, LLC

Tax-loss harvesting Retirement income strategy Income planning Equity compensation tax strategy Charitable giving & philanthropy Executive
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David U

Series 66

Berkley, MI

Underhill Investments, LLC

ESG / Sustainable investing
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Robert B

Series 66

Northville, MI

Physicians' Financial L.C.

General tax planning Wealth management Passive / index investing Doctor or Medical Professional
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Richard G

Series 65

Farmington Hills, MI

GilliKin Advisors Limited

Tax strategies for small businesses
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Omar E

CFP®, Series 63, Series 65

Northville, MI

Olive Tree Asset Management

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Business ownership considerations
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Brewster S

CFP®

Royal Oak, MI

The Financial Planning Company

Real estate investing Passive / index investing
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Jeffrey G

Series 66

Livonia, MI

Grad Wealth Management PLLC

General retirement planning
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John M

CFP®, Series 63, Series 65, Series 66

Northville, MI

Asset Architects, LLC

General retirement planning Cash flow / budgeting
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Scott G

Series 63, Series 65

West Bloomfield, MI

Equity Planning Group, Inc.

College savings (529s, UTMA, etc.)
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