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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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Matthew B

Series 65

Glendale, WI

Erenda Capital

Active portfolio management Concentrated stock management Income planning
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Brian C

CFP®, Series 63, Series 66

Whitefish Bay, WI

Clarke Financial Counsel, LLC

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement income strategy General estate planning guidance
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Mark C

Series 63, Series 65, Series 66

Glendale, WI

Crawford Asset Management, LLC

Concentrated stock management Active portfolio management Passive / index investing
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Clarence C

Series 63, Series 65

Mequon, WI

Christiansen Asset Management LLC

Medicare planning
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Michael S

CFA®, Series 63

Mequon, WI

Summit Financial Management LLC

Cash flow / budgeting Debt management Retirement income strategy Tax strategies for small businesses
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Liran A

Series 65

Glendale, WI

SKP Wealth

Business ownership considerations Tax strategies for small businesses Retirement plans for business owners (SEP, solo 401k) ESG / Sustainable investing Founder/Business Owner
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Ronald L

Series 63, Series 65

West Bend, WI

Larson Wealth Management, LLC

General retirement planning Income planning Long-term care insurance
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Diane E

CFP®

Germantown, WI

Direction Financial Management, LLC

General retirement planning Cash flow / budgeting General tax planning Retirement income strategy Executive Founder/Business Owner Retired Approaching retirement Sandwich Generation
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Jennifer H

CFP®, Series 63, Series 65

Pewaukee, WI

FiduciaOne

General retirement planning Annuities General tax planning Cash flow / budgeting
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Patrick L

Series 65

Bayside, WI

Lotzer & Co.,Inc.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.)
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