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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

Top 30 financial advisors of 148 near 49345

Out of 400,000+ nationwide

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Aimee O

Series 66

Rockford, MI

Edward Jones

Retirement income strategy Divorce financial planning Business ownership considerations General estate planning guidance Wealth management Founder/Business Owner
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Robert M

CFP®, Series 63, Series 66

Grand Rapids, MI

Edward Jones

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Wealth management
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Craig T

CFP®, Series 66

Grand Rapids, MI

Edward Jones

Business ownership considerations Business exit / sale strategy Business succession planning Retirement plans for business owners (SEP, solo 401k) General retirement planning Founder/Business Owner Executive Technology Professional Doctor or Medical Professional Educators, Teachers, and Academics
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Glenn K

Series 63, Series 66

Grand Rapids, MI

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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Andrew B

CFP®, Series 66

Comstock Park, MI

Edward Jones

Charitable giving & philanthropy General estate planning guidance Inheritance planning General retirement planning
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Eva T

Series 63, Series 66

Rockford, MI

Edward Jones

Retirement income strategy Divorce financial planning Retirement withdrawal strategies General retirement planning Wealth management
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Daniel T

Series 63, Series 66

Rockford, MI

Edward Jones

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Multi-generational wealth transfer Wealth management Retirement income strategy
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Dana B

Series 63, Series 65

Comstock Park, MI

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning General estate planning guidance Wealth management General retirement planning
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Kameron O

Series 66

Cedar Springs, MI

Edward Jones

Retirement income strategy Founder/Business Owner Military & Veterans
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Seth D

Series 66

Cedar Springs, MI

Edward Jones

Charitable giving & philanthropy General estate planning guidance Retirement income strategy General retirement planning Wealth management
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