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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 59 near 95501

Out of 400,000+ nationwide

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Holly M

CFP®, Series 66

Mckinleyville, CA

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Divorce financial planning General estate planning guidance Wealth management
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Devin P

Series 63, Series 66

Eureka, CA

Edward Jones

Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance General retirement planning Founder/Business Owner Professional Athlete
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Laura M

Series 66

Eureka, CA

Edward Jones

Retirement income strategy Early retirement planning Retirement withdrawal strategies Wealth management ESG / Sustainable investing
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Angelique K

Series 66

Eureka, CA

Edward Jones

College savings (529s, UTMA, etc.) Doctor or Medical Professional Women Professionals
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Asa S

Series 66

Eureka, CA

Edward Jones

Retirement income strategy Multi-generational wealth transfer General estate planning guidance
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Bryan P

CFP®, Series 63, Series 65

Arcata, CA

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Multi-generational wealth transfer Wealth management ESG / Sustainable investing
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Sara N

Series 66

Mckinleyville, CA

Edward Jones

Retirement income strategy General retirement planning Wealth management ESG / Sustainable investing General estate planning guidance Public Service Employee
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Matthew S

CFP®, ChFC®, Series 65, Series 66

Arcata, CA

Edward Jones

Retirement income strategy General retirement planning Divorce financial planning Inheritance planning Public Service Employee Widow/Widower
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William S

CFP®, Series 63, Series 65

Eureka, CA

Eureka Financial Planners, LLC

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Nicholas B

ChFC®, Series 66

Eureka, CA

Redwood Coast Financial Partners

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