Filters

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

Find a financial advisor

Out of 400,000+ nationwide

user avatar
firm logo

Ramona S

CFP®, Series 63, Series 65

Piseco, NY

Integrated Wealth Concepts LLC

Ramona Santos is a CFP®-certified financial advisor with 25 years of industry experience. She is currently with Integrated Wealth Concepts LLC, where she has worked since 2019, and previously held roles at LPL Financial and DaVinci Financial Designs. Integrated Wealth Concepts LLC is a national enterprise wealth management firm serving individuals, families, trusts, businesses, retirement plans, and charitable organizations. The firm offers discretionary investment management, financial planning, retirement plan advisory, and family office services through a network of approximately 452 advisors managing around $16 billion in assets.

Equity compensation tax strategy Private / alternative investments Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive Retired Established Professionals
user avatar
firm logo

Kirk B

Series 63, Series 65

Piseco, NY

Integrated Wealth Concepts LLC

Kirk Baur is a financial advisor with Integrated Wealth Concepts LLC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His prior work includes roles at LPL Financial and DaVinci Financial Designs LLC. Integrated Wealth Concepts LLC is a national enterprise wealth management firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, retirement plans, and charitable organizations through a network of approximately 452 advisors. The firm offers discretionary investment management, financial planning, retirement plan advisory, and family office services, delivering customized portfolios via independent advisors using both internal and third-party asset management strategies.

Equity compensation tax strategy Private / alternative investments Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive Retired Established Professionals
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.