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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

Advisors near 53185

Out of 400,000+ nationwide

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Brian S

ChFC®, Series 63, Series 66

Muskego, WI

Selerski Asset Management, LLC

Wealth management
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Nicholas M

Series 66

Waterford, WI

FIAT LUX Capital Management

General retirement planning Medicare planning Social Security optimization College savings (529s, UTMA, etc.) Charitable giving & philanthropy
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James K

Series 65

Lake Geneva, WI

Kramer Investment Services, LLC

Retirement income strategy Roth conversion strategy General tax planning Business succession planning
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Timothy S

Series 66

Lake Geneva, WI

Spyrnal Financial Group

Business ownership considerations Retirement income strategy College savings (529s, UTMA, etc.)
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Austin N

CFP®

Muskego, WI

Toptier Wealth Management

Retirement income strategy Social Security optimization Equity compensation tax strategy Business exit / sale strategy Tax strategies for small businesses Founder/Business Owner Executive
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Michael B

Series 63, Series 65

Muskego, WI

Toptier Wealth Management

Retirement income strategy Social Security optimization Equity compensation tax strategy Business exit / sale strategy Tax strategies for small businesses Founder/Business Owner Executive
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Sarah K

Series 63, Series 65

Muskego, WI

Breakthru Advisory Services, LLC

Tax strategies for small businesses Cash flow / budgeting Retirement income strategy
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Loren C

Series 63, Series 65

Lake Geneva, WI

Geneva Partners, LLC

Active portfolio management
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Christine S

Series 65

Muskego, WI

Elevated Private Wealth

Annuities
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Mark M

CFP®, Series 63, Series 65

Lake Geneva, WI

Geneva Partners, LLC

Active portfolio management
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