Direct booking

firm logo

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

845 advisors near New York, NY

Based on your filters

user avatar
firm logo

Michael B

Series 63, Series 65

New York, NY

Citigroup Global Markets

Michael Barrett is a financial advisor at Citigroup Global Markets with Series 63 and Series 65 credentials and five years of industry experience. He has been with Citigroup since 2020, following previous roles including a four-year tenure at Yelp. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles such as operating as a swap dealer and futures commission merchant.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
user avatar
firm logo

Daniel W

Series 63, Series 66

New York, NY

Citigroup Global Markets

Daniel Williams is a financial advisor at Citigroup Global Markets with 25 years of industry experience. He has been with Citigroup Global Markets Inc. since 2010 and holds Series 63 and Series 66 designations. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with rigorous manager selection and oversight, supporting bespoke solutions for high-net-worth and institutional clients.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
user avatar
firm logo

Yolanda S

Series 63, Series 66

New York, NY

Citigroup Global Markets

Yolanda Santiago Irizarry is a financial advisor at Citigroup Global Markets with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, broker-dealer execution, custody services, and derivatives and futures services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary programs and operates at a large institutional scale with unique market roles and commercial arrangements.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
user avatar
firm logo

Yanique A

Series 63, Series 65, Series 66

Bronx, New York, NY

Citigroup Global Markets

Yanique Anderson is a financial advisor at Citigroup Global Markets with 23 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has previously worked at LPL Financial, M&T Securities, Inc., and HSBC in various capacities. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and brokerage services with a focus on multi-asset, multi-manager strategies and a combination of large institutional scale and unique market roles.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
user avatar
firm logo

Patrick M

Series 63, Series 65

New York, NY

Citigroup Global Markets

Patrick Manzi is a financial advisor at Citigroup Global Markets with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Citigroup since 2016, with prior roles at The Prudential Insurance Company of America, Pruco Securities, LLC, and Paladin Solutions Group. He is the sole partner of Omega Partners Consulting, LLC, a financial services consulting firm that is currently inactive. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage, custody, and derivatives services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and combines large institutional scale with unique market roles and commercial arrangements.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
user avatar
firm logo

Sebastian F

Series 66

New York, NY

Citigroup Global Markets

Sebastian Franks is a financial advisor at Citigroup Global Markets with a Series 66 designation and no prior industry experience. His work history includes roles at University Partners, Greystar Real Estate Partners, and Fairfield Integrated Systems. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs along with broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, including swap dealer and futures commission merchant activities.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
user avatar
firm logo

Madeline K

Series 66

New York, NY

Citigroup Global Markets

Madeline Keshinover is a Series 66 licensed financial advisor with six years of industry experience, currently with Citigroup Global Markets. Her prior experience includes roles at Morgan Stanley and UBS Financial Services. She has held positions at Columbia University and Binghamton University. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles such as operating as a swap dealer and futures commission merchant.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
user avatar
firm logo

Penelope V

Series 63, Series 65

New York, NY

Citigroup Global Markets

Penelope Villalona Brito is a financial advisor at Citigroup Global Markets with Series 63 and Series 65 credentials and one year of industry experience. She previously worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and Globe Life National Income Division Pappas Org. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with market roles that include research, security pricing, and derivatives services.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
user avatar
firm logo

Denise R

Series 63, Series 65

Fort Lee, NJ

Citigroup Global Markets

Denise Rayve is a financial advisor at Citigroup Global Markets with 38 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Santander Securities, HSBC Bank USA, and HSBC Securities. Outside of her advisory role, she is president and co-owner of Great Eastern Pet Supplies LLC, a business she has been involved with since 2003. Citigroup Global Markets serves individual and institutional clients across wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary programs and maintains unique market roles such as swap dealer and futures commission merchant.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
user avatar
firm logo

Archit S

Series 66

New York, NY

Citigroup Global Markets

Archit Singi is a financial advisor at Citigroup Global Markets with a Series 66 designation and two years of industry experience. His prior roles include positions at PwC and J.P. Morgan, as well as academic engagements at NYU Courant Institute of Mathematical Sciences and NYU Stern School of Business. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm implements multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and maintains a combination of large institutional scale with specialized market roles and arrangements.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
user avatar
firm logo

Emanuel C

Series 63, Series 66

New York, NY

Citigroup Global Markets

Emanuel Cabrera is a financial advisor at Citigroup Global Markets with nine years of experience, including roles at Citibank since 2017 and a prior position at Walgreens. He holds Series 63 and Series 66 licenses. Citigroup Global Markets serves a wide range of clients from workplace participants to ultra-high-net-worth individuals, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional capabilities with unique market roles such as acting as a swap dealer and futures commission merchant.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
user avatar
firm logo

Kevin H

Series 63, Series 66

New York, NY

Citigroup Global Markets

Kevin Hurd is a financial advisor at Citigroup Global Markets with 16 years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Citigroup in 2022, he worked for six years at Cross Shore Capital Management, LLC. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains in-house research and market roles that distinguish it from many peers.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
user avatar
firm logo

Adiz F

Series 63, Series 66

New York, NY

Citigroup Global Markets

Adiz Fernandez is a financial advisor at Citigroup Global Markets with 16 years of industry experience. He holds Series 63 and Series 66 designations and is based in New York, NY. Fernandez has worked at Citigroup since 2016. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles, including in-house research and swaps dealing, supporting both discretionary and non-discretionary investment solutions.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
user avatar
firm logo

Craig M

Series 63, Series 66

New York, NY

Citigroup Global Markets

Craig Marone is a financial advisor at Citigroup Global Markets with credentials including Series 63 and Series 66 licenses. He has been with Citibank since 2015 and is based in New York, NY. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm is notable for maintaining in-house research, operating as a swap dealer and futures commission merchant, and providing bespoke discretionary solutions for very large relationships.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
user avatar
firm logo

Sandra R

Series 66

New York, NY

Citigroup Global Markets

Sandra Rojas is a financial advisor at Citigroup Global Markets with 18 years of industry experience. She holds a Series 66 designation and previously worked at J.P. Morgan Securities for six years before joining Citigroup in 2018. Outside of her advisory role, she is listed as an owner of rental properties managed by others. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies with internal oversight and provides bespoke discretionary solutions for large relationships.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
user avatar
firm logo

Robert W

Series 63, Series 65

New York, NY

Citigroup Global Markets

Robert Weiss is a financial advisor at Citigroup Global Markets with 25 years of industry experience. He has held his current role at Citigroup Global Markets since 2007 and holds Series 63 and Series 65 licenses. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and operates with significant institutional scale and specialized market roles.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
user avatar
firm logo

Terry Z

Series 63, Series 66

Great Neck, NY

Citigroup Global Markets

Terry Zhang is a financial advisor at Citigroup Global Markets with 12 years of industry experience. He has held positions at Citigroup since 2017 and previously worked at JPMorgan Chase Bank and JPMorgan Securities from 2013 to 2017. He holds Series 63 and Series 66 licenses. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering comprehensive investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains significant institutional capabilities, including roles as a swap dealer and futures commission merchant.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
user avatar
firm logo

Joseph K

Series 66

New York, NY

Citigroup Global Markets

Joseph Kaufman is a financial advisor at Citigroup Global Markets with two years of industry experience. He holds the Series 66 designation and has worked at Citigroup since 2022. His prior work includes roles at Metro by T-Mobile and teaching positions at the University of Florida and MAST@FIU public high school. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and operates with significant institutional scale, including roles as a security-based swap dealer and futures commission merchant.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
user avatar
firm logo

Jason P

Series 63, Series 66

New York, NY

Citigroup Global Markets

Jason Pilger is a financial advisor at Citigroup Global Markets with 13 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Citigroup in 2018, Pilger worked at Credit Suisse (Singapore) Limited from 2015 to 2018. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer execution and custody services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs, combining large institutional scale with specialized market roles and arrangements.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
user avatar
firm logo

Rosa D

Series 66

New York, NY

Citigroup Global Markets

Rosa D'ambrosio is a financial advisor with Citigroup Global Markets in New York, NY, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at BNP Paribas, Natixis, and the London Stock Exchange. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles such as swap dealing and futures commission merchant services.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
Warmer team member

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")

We found advisors who
match your criteria

Add your contact info to see them and get help making the right introduction.

We'll only reach out about your advisor search.

No spam.