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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

Top 30 financial advisors of 509 near 68505

Out of 400,000+ nationwide

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Joe F

CFP®

Lincoln, NE

402 Financial

402 Financial is a fee-only financial advisor firm serving Lincoln, NE and surrounding areas, founded by Christian Classen and Joseph Fowler, CFP®. We specialize in retirement planning. We started 402 because we were tired of "financial advisors" who made their living selling annuities and expensive mutual funds, without adding any value to the clients they claimed to serve. Our process goes beyond investments; we focus on minimizing your lifetime tax bill and enabling you to give to the charities you love.

General tax planning Retirement income strategy Young Families Gen X (Born 1965-1980)
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Jack E

CFP®, Series 66

Lincoln, NE

Edward Jones

Retirement income strategy Business exit / sale strategy Charitable giving & philanthropy Business ownership considerations General estate planning guidance Founder/Business Owner
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Mark C

Series 66

Lincoln, NE

Edward Jones

College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy General retirement planning Wealth management
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Craig B

Series 66

Lincoln, NE

Edward Jones

College savings (529s, UTMA, etc.) Divorce financial planning
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Bethany A

CFP®, Series 66

Lincoln, NE

Edward Jones

Retirement income strategy Wealth management
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Megan G

ChFC®, Series 66

Lincoln, NE

Edward Jones

Retirement income strategy Charitable giving & philanthropy General estate planning guidance Multi-generational wealth transfer Wealth management
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Robert M

CFP®, Series 63, Series 66

Lincoln, NE

Edward Jones

Retirement income strategy General retirement planning Wealth management Retirement withdrawal strategies
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Jared H

Series 63, Series 66

Lincoln, NE

Edward Jones

Retirement income strategy General retirement planning Business ownership considerations General estate planning guidance
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Don M

Series 66

Lincoln, NE

Edward Jones

Charitable giving & philanthropy Business ownership considerations Business exit / sale strategy Retirement income strategy General retirement planning Founder/Business Owner
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Joel W

Series 66

Lincoln, NE

Edward Jones

Divorce financial planning General estate planning guidance Retirement income strategy General retirement planning
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