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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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Justus M

CFP®, Series 65

Racine, WI

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

Series 65

Kenosha, WI

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Options & derivatives strategies Concentrated stock management
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David J

CFP®, ChFC®, Series 63, Series 66

Kenosha, WI

Jordan Financial Life Planning

General retirement planning Income planning Cash flow / budgeting
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Michael H

CFP®, Series 63

Racine, WI

Financial Service Group Inc

Elder care planning Long-term care insurance General tax planning Passive / index investing
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Vincent T

CFP®, Series 66

Mount Pleasant, WI

Financial Service Group Inc

Elder care planning Long-term care insurance General tax planning Passive / index investing
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Marc H

Series 63

Kenosha, WI

Prophet Wealth Management

Active portfolio management Passive / index investing Options & derivatives strategies
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Terry B

ChFC®, Series 66

Kenosha, WI

Jordan Financial Life Planning

General retirement planning Income planning Cash flow / budgeting
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Thomas K

CFP®, Series 63, Series 65

Mount Pleasant, WI

Financial Service Group Inc

Elder care planning Long-term care insurance General tax planning Passive / index investing
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Ana M

Series 66

Kenosha, WI

Jordan Financial Life Planning

General retirement planning Income planning Cash flow / budgeting
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Carilu R

Series 63, Series 65

Kenosha, WI

Prophet Wealth Management

Active portfolio management Passive / index investing Options & derivatives strategies
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