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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 67205

Out of 400,000+ nationwide

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Stacey A

Series 66

Wichita, KS

American Freedom Investments, LLC

Annuities
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Michael S

Series 63, Series 66

Rose Hill, KS

Tower Financial Strategies Corp.

Options & derivatives strategies Annuities
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Jeremy R

Series 65

Haysville, KS

Summit Wealth LLC

Passive / index investing General retirement planning
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Michael H

Series 63, Series 65

Wichita, KS

Coordinated Financial Management

General tax planning Wealth management Retirement income strategy
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Peter T

CFP®, Series 66

Wichita, KS

Tomassi Financial Planning, LLC

Income planning College savings (529s, UTMA, etc.) Annuities Options & derivatives strategies
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Charles Z

CFP®, PFS™, Series 65, Series 66

Valley Center, KS

Strategic Asset Management, LLC

Wealth management Passive / index investing Annuities Retirement income strategy
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Alec V

Series 65

Wichita, KS

Pollux Wealth Management

Active portfolio management Private / alternative investments Founder/Business Owner Executive
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Caitlin S

CFP®

Wichita, KS

Gentry Private Wealth

Annuities Family Business Founder/Business Owner Executive
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Elijah C

Series 66

Wichita, KS

Legacy Map Design, LLC

Wealth management College savings (529s, UTMA, etc.) Debt management
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John E

Series 63, Series 65

Wichita, KS

Financial Benefits, Inc.

General retirement planning College savings (529s, UTMA, etc.) Tax strategies for small businesses Business ownership considerations Founder/Business Owner
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