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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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Peter K

Series 66

New York, NY

Overbrook Management Corporation

Peter Kunze is a financial advisor at Overbrook Management Corporation in New York, NY, holding a Series 66 designation with three years of industry experience. He previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. Overbrook Management Corporation provides discretionary investment management to high-net-worth individuals and institutional clients, managing both separately managed accounts and private funds with an emphasis on bottom-up fundamental research and risk management. The firm also offers family office and administrative services and is notable for its role as a private fund sponsor and manager.

Active portfolio management Private / alternative investments Options & derivatives strategies Real estate investing Tax-loss harvesting
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Wade G

Series 65

New York, NY

Overbrook Management Corporation

Wade Goehle is a financial advisor at Overbrook Management Corporation in New York, NY, holding a Series 65 designation. He has been with Overbrook since 2019 and previously worked at KPMG from 2016 to 2019. Overbrook Management Corporation provides discretionary investment management to high-net-worth individuals and institutional clients, managing both separately managed accounts and private funds. The firm focuses on bottom-up fundamental research and risk management across public equities, fixed income, and alternative investments, and serves as a private fund sponsor and manager.

Active portfolio management Private / alternative investments Options & derivatives strategies Real estate investing Tax-loss harvesting
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Andrew M

Series 63, Series 65

New York, NY

Overbrook Management Corporation

Andrew Mindnich is a financial advisor at Overbrook Management Corporation in New York, NY, holding Series 63 and Series 65 licenses. He has experience working at JPMorgan Securities and Merrill, with a total of approximately nine years in the industry. Overbrook Management Corporation provides discretionary investment management to high-net-worth individuals and institutional clients, offering family office services and managing several private funds. The firm’s investment approach centers on bottom-up fundamental research and risk management, with portfolios across equities, fixed income, and alternative investments.

Active portfolio management Private / alternative investments Options & derivatives strategies Real estate investing Tax-loss harvesting
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