Direct booking

firm logo

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 95240

Out of 400,000+ nationwide

user avatar

Lee R

CFP®, Series 63

Stockton, CA

Lee R. Robinson & Associates

Retirement income strategy General estate planning guidance General tax planning Elder care planning
user avatar
firm logo

Albert L

Series 63

Lodi, CA

AL Locy Financial Services LLC

General retirement planning Wealth management
user avatar
firm logo

John M

Series 63

Lodi, CA

McCann Investment Management, LLC

Retirement plans for business owners (SEP, solo 401k) Tax strategies for small businesses
user avatar

David E

ChFC®, Series 63, Series 65

Lodi, CA

Arbor Family Wealth Advisors, Inc.

Business succession planning General estate planning guidance Tax strategies for small businesses Founder/Business Owner
user avatar

David W

CFP®, Series 63

Lodi, CA

Aspire Advisory Services

Options & derivatives strategies Concentrated stock management
user avatar
firm logo

Shane B

Series 65

Stockton, CA

Boddington Capital, LLC

Wealth management Concentrated stock management Founder/Business Owner
user avatar

Daniel M

CFP®, Series 63

Stockton, CA

DKM Wealth Management, Inc.

Wealth management Retirement income strategy Real estate investing
user avatar
firm logo

Geoffrey P

Series 63, Series 65

Stockton, CA

RSG Financial Group Inc

Retirement income strategy Social Security optimization General tax planning College savings (529s, UTMA, etc.) Self-Employed Executive
user avatar
firm logo

Dennis S

Series 63

Lodi, CA

Wulff, Hansen & Co.

Wealth management Passive / index investing Active portfolio management
user avatar

Zachary W

CFP®, Series 66

Stockton, CA

DKM Wealth Management, Inc.

Wealth management Retirement income strategy Real estate investing
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")

We found advisors who
match your criteria

Add your contact info to see them and get help making the right introduction.

We'll only reach out about your advisor search.

No spam.