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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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Concentrated stock management Options & derivatives strategies Private / alternative investments Tax-loss harvesting Business succession planning Founder/Business Owner
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Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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College savings (529s, UTMA, etc.) Divorce financial planning Business ownership considerations Retirement income strategy Founder/Business Owner
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Beulah, MI

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General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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John K

Series 63, Series 65, Series 66

Empire, MI

Ameriprise

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Thomas B

Series 63, Series 65

Arcadia, MI

Raymond James Financial

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Series 66

Benzonia, MI

Edward Jones

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Series 66

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Marvin P

CFP®, Series 63

Beulah, MI

Wells Fargo Advisors

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