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Aaron K

CFP®

Overland Park, KS

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 Baby Boomers (Born 1946-1964) Gen X (Born 1965-1980) Life coaching / goal alignment

Top 30 financial advisors of 88 near 15905

Out of 400,000+ nationwide

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Shane D

Series 63, Series 65

Johnstown, PA

Merrill

Shane Downey is a Senior Financial Advisor with Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). Mr. Downey earned a Bachelor's Degree from the United States Military Academy and a Master's Degree from George Mason University.

Wealth management Military & Veterans
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Kathleen W

Series 66

Johnstown, PA

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy General retirement planning Founder/Business Owner Executive Doctor or Medical Professional
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Thomas C

Series 63

Ebensburg, PA

Aspire Financial, Inc.

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William M

Series 63

Ebensburg, PA

Aspire Financial, Inc.

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Patrick L

Series 63

Ebensburg, PA

Aspire Financial, Inc.

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Frank L

Series 65

Johnstown, PA

AmeriServ Wealth Advisors Inc

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Eric L

Series 65

Johnstown, PA

AmeriServ Wealth Advisors Inc

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Samuel C

Series 65

Johnstown, PA

Wealth Advisors Network, Inc.

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Ronald S

CFA®, Series 63

Johnstown, PA

AmeriServ Wealth Advisors Inc

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Christian K

Series 66

Johnstown, PA

Atlas Private Wealth Advisors

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