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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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Harrison M

CFP®, Series 66

Brooklyn, NY

Core Planning

Harrison Maizels is a CFP® and holds a Series 66 license with eight years of industry experience. He is currently with Core Planning, LLC and has previously worked at Facet Wealth, HighTower Securities, LLC, and ICG Advisors, LLC. Maizels is based in Brooklyn, NY. Core Planning provides fee-based financial planning and wealth management services to individuals, including high-net-worth clients, as well as retirement plans, trusts, estates, charitable organizations, and business entities. The firm customizes investment strategies based on client goals and risk tolerances, using a combination of in-house advice, third-party money managers, and model portfolios.

Retirement income strategy
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Irene L

Series 65

Corona, NY

Core Planning

Irene Lam is a financial advisor at Core Planning with over 14 years of experience in the financial services industry. She holds a Series 65 designation and previously worked at BBVA and Intesa Sanpaolo IMI Securities. Core Planning is a multi-team firm that provides fee-only financial planning, wealth management, and portfolio management services primarily to individual and high-net-worth clients. The firm offers both discretionary and non-discretionary account management, utilizes third-party model portfolios, and incorporates automated rebalancing tools to tailor investment strategies according to client objectives and risk tolerance.

Retirement income strategy
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