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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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Christopher M

CFP®, Series 63, Series 65, Series 66

Brooklyn, NY

Minko Wealth

Christopher Minko is a CFP® with 10 years of experience in financial advising, currently working at Minko Wealth. He has worked with Cetera Investment Advisers LLC and Cetera Financial Specialists LLC since 2016 and has also been involved with Wealth Coach LLC and Minko Law Office since 2014. Outside of financial advising, he assists with trust administration and Medicaid applications through his law office. Minko Wealth provides investment supervisory services and financial planning to individual and high-net-worth clients, using fundamental analysis and modern portfolio theory to tailor portfolios according to client goals and risk tolerance. The firm conducts due diligence on third-party advisers, offers both discretionary and non-discretionary management, and provides periodic educational seminars and workshops.

College savings (529s, UTMA, etc.)
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Anthony M

Series 65

Brooklyn, NY

Minko Wealth

Anthony Minko is a financial advisor at Minko Wealth in Brooklyn, NY, holding a Series 65 designation with four years of industry experience. He has been involved with Minko Wealth and Wealth Coach, LLC since 2014 and also practices law through Minko Law Office. Occasionally, he provides legal advice or products to clients separately from his advisory role. Minko Wealth offers investment supervisory services and financial planning to individual and high-net-worth clients, using fundamental analysis and modern portfolio theory to tailor portfolios to each client’s objectives. The firm conducts regular reviews and due diligence on third-party advisers, and provides educational seminars and workshops at no charge.

College savings (529s, UTMA, etc.)
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