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

4 advisors near New York, NY

Based on your filters

user avatar
firm logo

Eduard K

Series 66

New York, NY

Kingswood Wealth Advisors, LLC

Eduard Kazatsky is a financial advisor at Kingswood Wealth Advisors, LLC in New York, NY, holding a Series 66 designation with four years of industry experience. His prior roles include positions at Kingswood Capital Partners and Benchmark Investments, INC. Outside of finance, he is a managing member of Martin-Kazatsky Motors, LLC, a race car ownership and operations business. Kingswood Wealth Advisors serves a diverse client base, including individuals, corporations, pension plans, nonprofits, and institutional investors. The firm employs an open-architecture investment approach tailored to clients’ goals and risk tolerance, offering portfolio management, third-party manager oversight, and various consulting services.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired Executive
user avatar
firm logo

Michael M

Series 66

New York, NY

Kingswood Wealth Advisors, LLC

Michael Muratore is a financial advisor with Kingswood Wealth Advisors, LLC, based in New York, NY. He holds a Series 66 designation and has 18 years of industry experience. His prior roles include positions at J.P. Morgan Securities, LPL Financial, and Sterling National Bank. Outside of his advisory work, he is involved in real estate ownership through Chateau Income and Equity, LLC and Marshall Capital Management, LLC. Kingswood Wealth Advisors serves a diverse client base including individuals, corporations, pension and ERISA-qualified plans, nonprofits, and institutional investors. The firm employs an open-architecture investment approach tailored to client goals and risk tolerance, offering portfolio management, consulting, and oversight of third-party managers.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired Executive
user avatar
firm logo

Frank P

Series 63, Series 66

New York, NY

Kingswood Wealth Advisors, LLC

Frank Pasquale is a financial advisor at Kingswood Wealth Advisors, LLC with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Kingswood Wealth Partners, Kingswood Capital Partners, Benchmark Investments, Newbridge Securities, and Garden State Securities. In addition to his advisory role, he is licensed to offer insurance products to clients. Kingswood Wealth Advisors serves a diverse client base including individuals, corporations, pension and ERISA-qualified plans, nonprofits, and institutional investors. The firm employs an open-architecture investment approach, tailoring strategies to client goals and risk tolerance while overseeing third-party managers and offering various portfolio management and consulting services.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired Executive
user avatar
firm logo

Andrew S

Series 63, Series 65

New York, NY

Kingswood Wealth Advisors, LLC

Andrew Schoenfeld is a financial advisor at Kingswood Wealth Advisors, LLC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Edge Wealth Management, Brean Capital, and Sandler O'Neill & Partners. Kingswood Wealth Advisors serves a diverse client base including individuals, corporations, pension and ERISA-qualified plans, nonprofits, and institutional investors. The firm employs an open-architecture investment approach tailored to clients’ goals and risk tolerance, offering discretionary and non-discretionary portfolio management along with third-party manager oversight.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired Executive
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.