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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 75065

Out of 400,000+ nationwide

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David T

Series 63, Series 66

Frisco, TX

Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Carlos L

Series 63, Series 65, Series 66

Frisco, TX

Two Pillars Asset Management

ESG / Sustainable investing Annuities
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Joseph R

Series 65

Corinth, TX

Tooth & Coin Wealth

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Founder/Business Owner
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Robert B

Series 63

Addison, TX

Prudent Money Financial Services

Active portfolio management Debt management Cash flow / budgeting
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Charles F

Series 63, Series 65

Frisco, TX

Avenue Retirement Services

General retirement planning Retirement income strategy Cash flow / budgeting Debt management Retired
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Robert J

Series 65

Frisco, TX

Deerwood Capital, LLC

Tax-loss harvesting
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Dhiren X

Series 65, Series 66

Coppell, TX

Serendib Capital Management LLC

Options & derivatives strategies Tax-loss harvesting Retirement income strategy General estate planning guidance Cash flow / budgeting
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Richard O

CFP®, Series 63, Series 66

Lewisville, TX

Zuwa Financial LLC

General retirement planning College savings (529s, UTMA, etc.) Cash flow / budgeting
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Jacob M

Series 63, Series 65, Series 66

Grapevine, TX

9M Investments, LLC

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Business ownership considerations Founder/Business Owner
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Leonid M

Series 65

Addison, TX

Prime Sentry Wealth Management LLC

Wealth management Passive / index investing
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