Direct booking

firm logo

Aaron K

CFP®

Calabasas, CA

Greenup Street Wealth Management LLC

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 58 near 53551

Out of 400,000+ nationwide

firm logo

Marie S

CFP®, EA

Watertown, WI

Entirement Financial Planning LLC

Hello and welcome to Entirement Financial Planning LLC, we are so glad you're here! Entirement is your passport to financial planning that’s effective and enjoyable! We're a virtual fee-only financial advisory firm that provides tax-efficient planning for your life today as well as your retirement and investment management. Our specialty is to help you with your entire financial life as your Chief Entirement Financial Officer. What does that mean? It means we take a comprehensive approach to your financial picture- investments, taxes, insurance, financial goals, estate planning, and anything that is top of mind for you. Our services depends on your needs and can include: Comprehensive financial planning for today Comprehensive retirement planning Tax-Coordinated Portfolios (tax-efficient asset location) Tax planning advice Risk Management-life insurance, disability, long-term care, etc. Estate Planning Coordination Retirement Income Distribution Planning Education on all topics along the way Ready to learn more? Please check out our website to schedule a complimentary financial review or give us a call at (262) 207-4353. We look forward to meeting you.

Wealth management General tax planning General retirement planning Gen X (Born 1965-1980)
firm logo

Bruce W

Series 63

Ft Atkinson, WI

Edward Jones

firm logo

Michael E

Series 66

Ft Atkinson, WI

Edward Jones

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Business ownership considerations Inheritance planning Multi-generational wealth transfer Founder/Business Owner Intergenerational Families
firm logo

Julie N

Series 66

Fort Atkinson, WI

Edward Jones

College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance Retirement income strategy General retirement planning Founder/Business Owner
firm logo

Meredith P

Series 66

Ft Atkinson, WI

Edward Jones

firm logo

Gregory H

Series 66

Jefferson, WI

Edward Jones

Retirement income strategy
firm logo

Aaron G

Series 63

Lake Mills, WI

Edward Jones

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

Wendy P

Series 66

Watertown, WI

Edward Jones

user avatar

Barry D

Series 63

Lake Mills, WI

Denny, Barry T.

user avatar
firm logo

Drew W

Series 63, Series 65

Fort Atkinson, WI

Coordinated Capital Securities, Inc.

© 2026 Warmer Holdings Inc. (“Warmer”)
Terms of Service and Advisory Agreement Privacy Policy Form ADV Brochure Form CRS
Warmer is an SEC-registered investment advisor. Warmer provides personalized recommendations and introductions to independent fiduciary advisors. Our advice is limited to these digital matches—we do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments. Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services. For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor’s Form ADV and do your own diligence before entering into an advisory relationship. By using our service, you agree to Warmer’s Terms of Service and Advisory Agreement and Privacy Policy.
Logos provided by Logo.dev