Direct booking

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Aaron K

CFP®

Calabasas, CA

Greenup Street Wealth Management LLC

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 145 near 95632

Out of 400,000+ nationwide

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Jeremy L

Series 66

Lodi, CA

Edward Jones

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Active portfolio management
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Matthew L

CFP®, Series 66

Lodi, CA

Edward Jones

College savings (529s, UTMA, etc.) Divorce financial planning Retirement income strategy Wealth management
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Erin L

CFP®, ChFC®, Series 66

Lodi, CA

Edward Jones

Retirement income strategy General estate planning guidance Multi-generational wealth transfer Inheritance planning Charitable giving & philanthropy Women Professionals Widow/Widower
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Jack W

Series 66

Lodi, CA

Edward Jones

Business ownership considerations Business succession planning Wealth management General estate planning guidance Charitable giving & philanthropy Professional Athlete Entertainment Industry Founder/Business Owner
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Sean O

CFP®, Series 66

Galt, CA

Edward Jones

Retirement income strategy General retirement planning Multi-generational wealth transfer General estate planning guidance
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Katie G

Series 66

Elk Grove, CA

Edward Jones

Retirement income strategy Wealth management General estate planning guidance
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Michael B

Series 66

Elk Grove, CA

Edward Jones

Retirement income strategy Charitable giving & philanthropy Business ownership considerations General estate planning guidance Oil & Gas Hispanic/Latino/Latinx
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Kyle H

Series 63, Series 66

Elk Grove, CA

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Business ownership considerations General estate planning guidance General retirement planning Founder/Business Owner
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Hillary R

Series 66

Elk Grove, CA

Edward Jones

Retirement income strategy Wealth management Charitable giving & philanthropy Founder/Business Owner Intergenerational Families
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Kelly S

Series 66

Elk Grove, CA

Edward Jones

General estate planning guidance Inheritance planning Charitable giving & philanthropy General retirement planning ESG / Sustainable investing LGBTQIA Religious/faith focused
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