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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 90703

Out of 400,000+ nationwide

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Nelson W

Series 65

Los Alamitos, CA

Open Square Capital, LLC

Active portfolio management
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Linda W

CFP®, Series 63, Series 65

Long Beach, CA

Linda A. Walker, CFP

General retirement planning Income planning Cash flow / budgeting
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Stephen K

Series 63, Series 65

Cerritos, CA

Sierra Madre Partners LLC

Active portfolio management Options & derivatives strategies
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Kevin H

Series 65

Cerritos, CA

Summit Gates Capital

Active portfolio management
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Kathleen S

CFP®, Series 63

Brea, CA

CHOICE Financial & Insurance Services, Inc.

College savings (529s, UTMA, etc.)
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Nan C

Series 65

Diamond Bar, CA

ValueTech Private Advisors

Active portfolio management Options & derivatives strategies Real estate investing Cash flow / budgeting Technology Professional Founder/Business Owner
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Richard S

Series 63, Series 65

Tustin, CA

Glacier Point Advisors, LLC

Options & derivatives strategies Concentrated stock management Private / alternative investments Wealth management
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Quan L

Series 65

Westminster, CA

Rockside Investments LLC

Active portfolio management Options & derivatives strategies Real estate investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Richard S

CFP®, Series 63

Orange, CA

Pacific Investment Research

Wealth management Retirement plans for business owners (SEP, solo 401k) Real estate investing Executive Founder/Business Owner
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Tu T

CFP®, Series 63, Series 65

Tustin, CA

Crosspoint Financial, LLC

Options & derivatives strategies Private / alternative investments Concentrated stock management
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