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

13 advisors near New York, NY

Based on your filters

user avatar
firm logo

Eliza F

Series 66

Jersey City, NJ

Wedbush Securities Inc.

Eliza Forastieri Pitsikalis is a financial advisor at Wedbush Securities Inc. with 15 years of industry experience. She holds a Series 66 designation and has previously worked at UBS Financial Services and UBS Banking USA. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients, offering brokerage and SEC-registered investment advisory services across wealth management, fixed income, commodities, securities lending, capital markets, and prime services. The firm manages approximately $5.68 billion in regulatory assets and operates multiple managed account and wrap fee programs alongside commission-based brokerage arrangements.

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

Dylan D

Series 66

New York, NY

Wedbush Securities Inc.

Dylan De Matteis is a financial advisor at Wedbush Securities Inc. with one year of industry experience. He holds a Series 66 designation and has previously worked at Charles Schwab and operated Dem&Lock Enterprises, LLC. Outside of his advisory role, he was involved with Mayan Magic, a business he managed for two years. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients, offering a range of brokerage and investment advisory services across multiple asset classes and account types. The firm combines broker-dealer, capital markets, clearing, and prime services, with approximately $5.68 billion in regulatory assets under management.

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

Marina M

Series 66

New York, NY

Wedbush Securities Inc.

Marina Milner is a financial advisor at Wedbush Securities Inc. in New York, NY, holding a Series 66 designation with one year of industry experience. Her prior roles include positions in hospitality and education sectors such as Nick's Del Mar, Copa Health, and John Cabot University. Wedbush Securities serves a diverse client base including individuals, high-net-worth investors, foundations, and institutions, offering brokerage and SEC-registered investment advisory services across multiple asset classes and account structures. The firm combines broker-dealer and capital markets functions with custody, clearing, and prime services, managing approximately $5.68 billion in regulatory assets.

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

Richard L

Series 66

New York, NY

Wedbush Securities Inc.

Richard Lovett is a financial advisor with Wedbush Securities Inc. in New York, NY, holding a Series 66 designation and with 20 years of industry experience. He worked at RBC Capital Markets Corporation for 12 years before joining Wedbush Securities in 2020. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients, offering brokerage and SEC-registered investment advisory services across wealth management, fixed income, commodities, securities lending, capital markets, and prime services. The firm manages approximately $5.68 billion in regulatory assets and provides a range of managed account and brokerage solutions.

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

Robert T

Series 63, Series 65

New York, NY

Wedbush Securities Inc.

Robert Tansey is a financial advisor with Wedbush Securities Inc. in New York, NY, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He previously worked at RBC Capital Markets Corporation for 12 years before joining Wedbush in 2020. Wedbush Securities serves a diverse client base including individuals, high-net-worth investors, foundations, and institutional clients, offering both brokerage and SEC-registered investment advisory services. The firm combines broker-dealer, capital markets, custody, clearing, and prime services, with approximately $5.68 billion in regulatory assets under management.

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

Brennan T

Series 66

New York, NY

Wedbush Securities Inc.

Brennan Tobin is a financial advisor at Wedbush Securities Inc. in New York, NY, with 9 years of industry experience. He holds the Series 66 designation and has been with Wedbush Securities since 2014. Wedbush Securities serves a diverse client base, including individual and high-net-worth investors, foundations, and institutional clients. The firm provides a range of brokerage and SEC-registered investment advisory services, including wealth management, fixed income, commodities, and capital markets, alongside clearing and prime services.

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

Lynn S

Series 63, Series 65

New York, NY

Wedbush Securities Inc.

Lynn Sperandeo is a financial advisor at Wedbush Securities Inc. with 48 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at B. Riley Wealth Advisors and B. Riley Wealth Management. Outside of his advisory role, he serves as a notary public and is a member of the Council of Greenburgh Civic Associations. Wedbush Securities serves a diverse client base, including individual and high-net-worth investors, foundations, and institutional clients, offering both brokerage and SEC-registered investment advisory services. The firm combines broker-dealer and capital markets functions with custody, clearing, and prime services, supporting a range of managed account solutions and commission-based brokerage arrangements.

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

Kurt R

Series 63, Series 65

New York, NY

Wedbush Securities Inc.

Kurt Ryden is a financial advisor at Wedbush Securities Inc. in New York, NY, holding Series 63 and Series 65 licenses with 26 years of industry experience. Prior to joining Wedbush in 2026, he worked at Bank of America and Merrill from 2016 to 2025. Wedbush Securities serves a broad client base including individual and high-net-worth investors, foundations, and institutional clients, offering brokerage and SEC-registered investment advisory services across wealth management, fixed income, commodities, securities lending, capital markets, and prime services. The firm manages approximately $5.68 billion in regulatory assets and provides a range of managed account programs alongside commission-based brokerage arrangements.

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

Edward S

Series 63, Series 65

Jersey City, NJ

Wedbush Securities Inc.

Edward Spiegel is a financial advisor at Wedbush Securities Inc. with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at E*TRADE Capital Management and Hold Brothers Capital, LLC. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients. The firm offers brokerage and SEC-registered investment advisory services across wealth management, fixed income, commodities, securities lending, capital markets, and prime services.

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

Robert L

Series 63, Series 65

New York, NY

Wedbush Securities Inc.

Robert Limmer is a financial advisor with Wedbush Securities Inc. and Onward Advisors, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His prior roles include positions at UBS, LPL Financial, and Gladstone Institutional Advisory. He also serves on the advisory board of BiCoastal Wealth Management, advising on business structure and branding. Wedbush Securities serves a broad client base including individual and high-net-worth investors, foundations, and institutional clients, offering brokerage and SEC-registered investment advisory services across wealth management, fixed income, commodities, and capital markets. The firm provides various managed account solutions alongside commission-based brokerage arrangements and operates clearing, custodial, and prime services tied to commodities and derivatives.

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

Harrison L

Series 66

New York, NY

Wedbush Securities Inc.

Harrison Lindman is a financial advisor at Wedbush Securities Inc. in New York, NY, holding a Series 66 designation. He began his advisory career at Wedbush in 2025 after diverse experience in sports and hospitality sectors. Outside of finance, he is the CEO and founder of Harrison Lindman Golf Services, providing golf instruction. Wedbush Securities serves a wide range of clients including individuals, high-net-worth investors, foundations, and institutions. The firm offers brokerage and SEC-registered investment advisory services, with capabilities in wealth management, fixed income, commodities, capital markets, and prime services.

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

Kevin S

Series 66

Brooklyn, NY

Wedbush Securities Inc.

Kevin Sesny is a financial advisor with Wedbush Securities Inc. He holds a Series 66 designation and has 22 years of industry experience. Prior to joining Wedbush in 2019, he worked at UBS Financial Services Inc. from 2013 to 2018. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients, offering brokerage and SEC-registered investment advisory services. The firm combines broker-dealer and capital markets functions with custody, clearing, and prime services, managing approximately $5.68 billion in regulatory assets.

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

David S

Series 63, Series 65

New York, NY

Wedbush Securities Inc.

David Sweeney is a financial advisor at Wedbush Securities Inc. with 36 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Stifel Nicolaus & Co Inc for nine years before joining Wedbush Securities in 2020. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients. The firm offers a range of brokerage and investment advisory services, combining capital markets, custody, clearing, and prime services with managed account solutions.

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