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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 Retired Baby Boomers (Born 1946-1964) Gen X (Born 1965-1980) Life coaching / goal alignment

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Rajadhyaksha N

Series 63, Series 65

New York, NY

Aetherion LLC

Rajadhyaksha Narayanan is a financial advisor at Aetherion LLC with credentials including Series 63 and Series 65, and over a decade of experience in financial services. His work history includes roles at CitiGroup Global Markets, an early-stage fintech startup, ANSR Source Content US LLC, and Mercor Intelligence before joining Aetherion. Aetherion LLC is a state-registered investment adviser providing discretionary portfolio management and related services to both individual and high-net-worth clients. The firm employs a structured onboarding process to tailor asset allocation and investment strategies, focusing on fundamental analysis and diversified long-term buy-and-hold approaches using ETFs, mutual funds, and select individual securities.

Passive / index investing General retirement planning
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