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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 14 financial advisors of 14 near 54665

Out of 400,000+ nationwide

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Margaret S

Series 63

Viroqua, WI

Edward Jones

Retirement income strategy General retirement planning Wealth management General estate planning guidance Charitable giving & philanthropy Women Professionals
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Christopher E

Series 66

Viroqua, WI

Edward Jones

General estate planning guidance Hispanic/Latino/Latinx
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Todd V

Series 66

Viroqua, WI

Edward Jones

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance
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Kirk S

Series 63, Series 65

Franklin, WI

Bluemound Asset Management, LLC

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Paul T

Series 65

Westby, WI

The Life Group Financial Services

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Jeanne F

Series 63, Series 66

Chaseburg, WI

Inspire Advisors, LLC

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Beau S

Series 65

Viroqua, WI

Harbour Investments, Inc.

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Aaron C

CFP®, Series 63, Series 66

Viroqua, WI

Harbour Investments, Inc.

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Travis G

Series 66

Viroqua, WI

Harbour Investments, Inc.

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John M

Series 63, Series 66

Viroqua, WI

Thrivent investment Management Inc.

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