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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 43 near 83843

Out of 400,000+ nationwide

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Nicole P

Series 66

Moscow, ID

Fidelity

Nikki Prestimonico is a Wealth Management Senior Relationship Manager at Fidelity Investments. In her role, she serves as a single point of contact dedicated to providing responsive and knowledgeable client service to affluent families. She focuses on addressing the complex needs involved in growing, preserving, and transferring wealth, emphasizing the importance of forming strong relationships with clients and their families to maintain trust and reliability. Nikki has held various positions at Fidelity Investments since 2015, including Financial Consultant, Senior Relationship Manager, Wealth Management Relationship Manager, and Wealth Management Regional Director. Her experience spans several years in wealth management, demonstrating a progression of increasing responsibilities within the firm. She holds a California Insurance License.

Wealth management Multi-generational wealth transfer General estate planning guidance Charitable giving & philanthropy Gifting strategies
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Dennis L

Series 66

Pullman, WA

Edward Jones

Retirement income strategy Liquidity event planning Business exit / sale strategy Active portfolio management
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Kadie R

Series 66

Moscow, ID

Edward Jones

Founder/Business Owner Military & Veterans Executive Public Service Employee Government Employee
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Beau M

Series 66

Moscow, ID

Edward Jones

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance Active portfolio management General retirement planning
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Ryan H

Series 66

Pullman, WA

Edward Jones

Retirement income strategy Retirement withdrawal strategies Equity Recipients (RS/RSU, SOP, ESPP) General estate planning guidance Military & Veterans
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Carolyn H

Series 66

Moscow, ID

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Business ownership considerations General estate planning guidance Founder/Business Owner
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James T

Series 66

Pullman, WA

Atrato Asset Management LLC

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Ma Kayla B

Series 65

Moscow, ID

HRC Wealth Management, LLC

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Sarah B

CFP®, Series 65

Colton, WA

Boldin Advisors

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Christopher W

CFP®, ChFC®, Series 63, Series 66

Moscow, ID

HRC Wealth Management, LLC

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