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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

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Out of 400,000+ nationwide

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Series 66

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Equity compensation tax strategy Retirement income strategy Cash flow / budgeting College savings (529s, UTMA, etc.) Wealth management Retired Founder/Business Owner
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Waterhill Capital, LLC

Active portfolio management Concentrated stock management
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Active portfolio management
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Options & derivatives strategies Concentrated stock management Private / alternative investments
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Kirkland, WA

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Business exit / sale strategy Cash flow / budgeting College savings (529s, UTMA, etc.)
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Series 63, Series 65

Kirkland, WA

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General retirement planning Retirement withdrawal strategies Tax strategies for small businesses Business exit / sale strategy Debt management Founder/Business Owner
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Sumiko T

Series 65

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Private / alternative investments Real estate investing Executive Founder/Business Owner
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Options & derivatives strategies Active portfolio management Wealth management
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General retirement planning Cash flow / budgeting
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