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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 95355

Out of 400,000+ nationwide

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Nicole S

CFP®, Series 63, Series 66

Modesto, CA

Luminary Financial Planning

Annuities College savings (529s, UTMA, etc.)
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Kevin B

Series 63

Turlock, CA

Berger Asset Management, Inc.

Options & derivatives strategies Active portfolio management
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Kendall S

Series 65

Modesto, CA

Blom & Howell Financial Planning, Inc.

General estate planning guidance General tax planning Cash flow / budgeting Debt management Retirement plans for business owners (SEP, solo 401k)
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Robert H

PFSâ„¢

Turlock, CA

Hillberg Capital Management, LLC

Wealth management General retirement planning Business Financial Management
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Matthew L

Series 63, Series 65

Denair, CA

TechView Wealth Advisors LLC

Equity Recipients (RS/RSU, SOP, ESPP) Cross-border & expatriate issues Liquidity event planning Business ownership considerations Tax strategies for small businesses Technology Professional Founder/Business Owner Established Professionals Expats
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Christopher D

Series 63

Modesto, CA

Arrowhead Wealth Management Corp.

Active portfolio management Tax-loss harvesting
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Glenn A

Series 63, Series 65

Turlock, CA

AFS Investments

Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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David W

Series 63

Modesto, CA

Arrowhead Wealth Management Corp.

Active portfolio management Tax-loss harvesting
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Michael H

CFP®, Series 66

Modesto, CA

Blom & Howell Financial Planning, Inc.

General estate planning guidance General tax planning Cash flow / budgeting Debt management Retirement plans for business owners (SEP, solo 401k)
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Joshua N

CFP®, Series 65

Oakdale, CA

Kenneth E. Boone Wealth Management, LLC

General retirement planning General estate planning guidance Cash flow / budgeting Wealth management
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