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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

425 advisors near New York, NY

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Charles C

Series 66

New York, NY

Equitable Advisors

Charles Colby is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation and has worked previously at Sound Point Capital Management and Bienville Capital. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Timothy D

Series 63, Series 65

New York, NY

Equitable Advisors

Timothy Denis is a financial advisor at Equitable Advisors with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including National Life, MassMutual, NYLIFE Securities, and Cetera Advisor Networks. He also operates TM Consulting Group, Inc., providing fixed insurance services outside of his securities-related work. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement plan support, and asset management access through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model and provides both advisory and brokerage/insurance channels to implement client recommendations.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Cheryl H

ChFC®, Series 63, Series 65

New York, NY

Equitable Advisors

Cheryl Hammer is a financial advisor with Equitable Advisors in Stamford, CT, holding the ChFC® designation along with Series 63 and Series 65 licenses. She has 38 years of industry experience, including 21 years at Equitable Advisors and 15 years at Axa Advisors, LLC. Outside of her advisory role, she maintains insurance contracts with Aetna and SunLife. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage/insurance channels to tailor services based on client goals, risk tolerance, and time horizon.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Daniel V

Series 66

Astoria, NY

Equitable Advisors

Daniel Vega Jr. is a financial advisor with Equitable Advisors, holding a Series 66 designation and bringing 11 years of industry experience. His prior roles include positions at Barnum Financial Group, Mass Mutual Life Insurance Company, The Prudential Insurance Company of America, Bank of America, and Merrill. He is involved in a general agency business focused on final expense insurance through Premier Capital Management Group. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning, retirement-plan support, and access to asset management via LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model combining advisory and brokerage channels to deliver tailored financial services.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Seong H

Series 63, Series 65

Saddle Brook, NJ

Equitable Advisors

Seong Hahn is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Prior to joining Equitable Advisors in 2023, he worked at PNC Investments for 19 years. Outside of his advisory role, he owns a home care service business in Westwood, NJ. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through a variety of third-party managers. The firm operates a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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John A

Series 66

New York, NY

Equitable Advisors

John Allen is a financial advisor at Equitable Advisors with two years of industry experience. He holds the Series 66 designation and previously worked in the restaurant industry for several years before joining Equitable Advisors. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage channels to implement client recommendations.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Mykhaylo M

Series 66

New York, NY

Equitable Advisors

Mykhaylo Mosyuk is a financial advisor with Equitable Advisors in New York, NY, holding a Series 66 designation and four years of industry experience. His prior work includes roles at 24 Hour Fitness, Auto Zone, Walgreens Co, and CUNY Baruch College. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and a broad range of third-party asset managers. The firm employs a hybrid referral and implementation model that combines advisory and brokerage channels to tailor services based on client goals and risk tolerance.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Martin J

CFP®, ChFC®, Series 66

Secaucus, NJ

Equitable Advisors

Martin Jawor is a financial advisor with Equitable Advisors, holding CFP® and ChFC® designations and 13 years of industry experience. He previously worked at Valic Financial Advisors and Axa Advisors, LLC. Outside of his advisory role, he is president and owner of Benefits Institute, LLC, which provides group health and property and casualty insurance to small businesses, and serves as a trustee for the Society Hill of Bernards Homeowner's Association. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, utilizing multiple program sponsors and tailored client intake processes to align investment strategies with client goals.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Essam A

Series 66

New York, NY

Equitable Advisors

Essam Alhumoz is a financial advisor at Equitable Advisors based in New York, NY. He holds a Series 66 designation and began his advisory career in 2025. Prior to joining Equitable Advisors, he interned with the firm and has experience working at Turo and Bloomingdales. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model that combines advisory and brokerage/insurance channels to deliver tailored financial solutions.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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David D

Series 66

New York, NY

Equitable Advisors

David Depalma is a financial advisor with Equitable Advisors in Westport, CT, holding a Series 66 designation and 17 years of industry experience. He has been with Equitable Advisors since 2008, including its predecessor AXA Advisors, where he worked for 12 years. Outside of his advisory role, he is involved in property and casualty insurance brokerage through Periscope Wealth Partners and serves as executor of his mother's estate. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management via LPL programs and third-party managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels tailored to clients’ goals, risk tolerance, and time horizons.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Joseph S

Series 63, Series 65

Saddle Brook, NJ

Equitable Advisors

Joseph Saccomanno is a financial advisor with Equitable Advisors in Little Falls, NJ, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 2009. Equitable Advisors serves individual investors, retirement plan sponsors and participants, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid advisory and brokerage model, utilizing client intake processes to tailor services and offering various advisory program structures including client referrals and handoff arrangements.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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David L

Series 63, Series 65

New York, NY

Equitable Advisors

David Libman is a financial advisor at Equitable Advisors with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Equitable Advisors since 2015, including prior work at AXA Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Sheena Z

Series 66

New York, NY

Equitable Advisors

Sheena Zhang is a financial advisor at Equitable Advisors with one year of industry experience. She holds the Series 66 designation and has previously worked at Warner Brothers Discovery and Odity. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage/insurance channels to implement client recommendations.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Daniel M

Series 66

New York, NY

Equitable Advisors

Daniel Murphy is a financial advisor with Equitable Advisors in New York, NY, holding a Series 66 designation. He is part of a large institutional firm with over 4,600 advisors. Equitable Advisors serves a diverse client base, including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, working extensively through program sponsors and endorsed TAMPs.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Mirella A

Series 66

Saddle Brook, NJ

Equitable Advisors

Mirella Arias Soto is a financial advisor with Equitable Advisors, holding a Series 66 designation and five years of industry experience. She previously worked at MML Investors Services and MassMutual, and has a background that includes roles at William Paterson University and Sax LLP. Outside of her advisory work, she serves as Vice President of Membership for Prospanica NJ. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Drin K

Series 66

New York, NY

Equitable Advisors

Drin Kukaj is a financial advisor with Equitable Advisors in New York, NY, holding a Series 66 designation and bringing 12 years of industry experience. He has worked at Equitable Advisors since 2014, previously affiliated with AXA Advisors, LLC. Kukaj serves on the boards of Action for Mothers and Children and Student Sponsor Partners. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through a range of third-party asset managers and LPL programs. The firm operates a hybrid referral and implementation model that includes both advisory and brokerage channels.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Lina C

Series 66

New York, NY

Equitable Advisors

Lina Charvillat is a financial advisor with Equitable Advisors in New York, NY. She holds the Series 66 designation and has recently begun her career in the industry. Her background includes roles at Alyor and academic experience at New York University and Ecole Jeannine Manuel. Equitable Advisors serves a diverse client base including individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm offers financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers, operating a hybrid referral and implementation model.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Connor E

Series 66

New York, NY

Equitable Advisors

Connor Esposito is a financial advisor with Equitable Advisors in New York, NY, holding a Series 66 designation and four years of industry experience. His prior work includes roles at ING Financial Services LLC and involvement with the Whitman School of Management and the Wine Academy. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model that combines advisory and brokerage channels to implement client recommendations.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Brennen G

CFP®, Series 63, Series 66

Secaucus, NJ

Equitable Advisors

Brennen Gerhart is a CFP®-certified financial advisor with 13 years of industry experience, currently with Equitable Advisors since 2025. His prior roles include positions at Ceros Financial Services, AtCap Partners, Morgan Stanley Smith Barney, Morgan Stanley Private Bank, Bank of America, and Merrill. He is also the owner of Gerhart Enterprises LLC, a non-investment-related business expense entity. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage/insurance channels to tailor services based on client goals and risk tolerance.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Jake J

Series 66

New York, NY

Equitable Advisors

Jake Jones is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation and previously worked at Copra Risk Analysis, Longest Title Production, and Alpha Edison. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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