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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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John D

Series 65, Series 66

Staten Island, NY

Paulo Financial Advisors, LLC

John Donnelly is a financial advisor at Paulo Financial Advisors, LLC with Series 65 and Series 66 credentials and four years of industry experience. He has been with Paulo Financial Advisors since 2012. Paulo Financial Advisors is a single-advisor independent registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm offers discretionary and non-discretionary investment management, financial planning, and consulting services, managing approximately $57 million in assets across about three dozen client relationships. Its investment approach combines fundamental analysis and asset allocation with mutual funds, ETFs, model portfolios, and both long- and short-term trading, while also providing retirement plan advisory services under ERISA/IRC fiduciary standards.

General retirement planning General estate planning guidance Cash flow / budgeting Active portfolio management Options & derivatives strategies
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