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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

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Out of 400,000+ nationwide

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Branden V

Series 63, Series 65

Salt Lake City, UT

Steward Financial Services, LLC

Retirement income strategy Income planning Active portfolio management Founder/Business Owner Retired
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Jaron P

CFP®, Series 63, Series 65

Salt Lake City, UT

JHP Planning, LLC

Annuities Life insurance needs analysis Wealth management
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Michael M

Series 66

Bountiful, UT

Safe Bay Retirement Advisors

Options & derivatives strategies College savings (529s, UTMA, etc.) Business ownership considerations Business succession planning General retirement planning Founder/Business Owner
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Christopher C

CFP®, ChFC®, Series 63, Series 66

Cottonwood Heights, UT

Twin Peaks Wealth Management LLC

Retirement income strategy Annuities Wealth management Tax strategies for small businesses Founder/Business Owner Executive
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Ronald M

Series 63, Series 65

Cottonwood Heights, UT

Planned Security Advisors LLC

General retirement planning Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting
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Andrew M

Series 65

Millcreek, UT

Affinity Financial, LLC

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance College savings (529s, UTMA, etc.) General tax planning Founder/Business Owner
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Troy K

CFP®, PFS™, Series 65

Salt Lake City, UT

Veritas Wealth Management, LLC

Annuities College savings (529s, UTMA, etc.)
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Mark Q

Series 63, Series 65

Salt Lake City, UT

Quayle Asset Management, Inc.

Factor investing / smart beta Passive / index investing
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Joshua C

Series 63, Series 66

Salt Lake City, UT

Affinity Wealth Resources, LLC

Passive / index investing Concentrated stock management Real estate investing
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Thomas H

Series 63, Series 65

Salt Lake City, UT

Abacus Investment Advisors

Active portfolio management Tax-loss harvesting
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