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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 164 near 19971

Out of 400,000+ nationwide

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Christopher F

Series 63, Series 66

Lewes, DE

Janney Montgomery Scott

Christopher Fantano is a Senior Financial Advisor at Merrill Lynch Wealth Management and a partner in The Warren-Fantano Group. He specializes in retirement planning, investment management, family wealth strategies, legacy planning, and managing new wealth, among other client-focused areas. Drawing on his extensive experience with both traditional and alternative investments, Christopher works closely with families and business owners to create personalized financial strategies aimed at achieving their long-term goals. Christopher holds a bachelor's degree from the University of North Carolina at Charlotte and has earned several professional designations, including Chartered Retirement Planning Counselor (CRPCâ„¢), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He emphasizes a client-centered approach informed by deep industry knowledge and a commitment to understanding each client's unique financial picture. Outside of his professional work, Christopher is involved in his local community through volunteer activities with organizations such as Little League and Pennsbury Athletic Association. He resides in Yardley, Pennsylvania, with his partner and their child, enjoying family activities, sports, travel, and engagement with his local parish.

Wealth management Retirement income strategy General retirement planning Retirement withdrawal strategies College savings (529s, UTMA, etc.) Parents Married/Couples/Partners Mid-Career Professionals
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Travis O

Series 63, Series 66

Lewes, DE

Edward Jones

Retirement income strategy Business ownership considerations General estate planning guidance Doctor or Medical Professional Educators, Teachers, and Academics Government Employee
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Janet M

CFP®, Series 63, Series 66

Bethany Beach, DE

Edward Jones

College savings (529s, UTMA, etc.) General estate planning guidance Multi-generational wealth transfer Retirement income strategy General retirement planning
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Christopher J

Series 63, Series 65

Rehoboth Beach, DE

Merrill

Christopher Johnstone is a Senior Financial Advisor at Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). Christopher earned his Bachelor's Degree from St John's University.

Wealth management
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Lance R

ChFC®, Series 66

Millsboro, DE

Edward Jones

College savings (529s, UTMA, etc.) Multi-generational wealth transfer Retirement income strategy General estate planning guidance Newlywed/Engaged
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Kevin T

ChFC®, Series 66

Millsboro, DE

Edward Jones

Retirement income strategy General retirement planning
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James G

Series 66

Rehoboth Beach, DE

Merrill

James Gamuciello is a Senior Resident Director and Wealth Management Advisor at Merrill, where he serves as a financial resource and educator to his clients. He focuses on areas including legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. James holds a High School Diploma from Dover High School, a Bachelor's Degree from Hawaii Pacific University, and a Master of Business Administration with a focus on Finance from the University of Delaware. His professional designations include CERTIFIED FINANCIAL PLANNERâ„¢ (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). In addition to his professional work, James participates in community initiatives such as Teach Kids to Save Day and maintains a connection with the University of Delaware. His personal interests include basketball, surfing, and traveling.

General retirement planning Retirement income strategy Wealth management General estate planning guidance Tax-loss harvesting
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Daniel K

Series 66

Lewes, DE

Edward Jones

College savings (529s, UTMA, etc.) Business ownership considerations Retirement plans for business owners (SEP, solo 401k) General retirement planning Founder/Business Owner
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Derek C

Series 63, Series 66

Lewes, DE

Edward Jones

Retirement income strategy General retirement planning Business ownership considerations General estate planning guidance Wealth management Founder/Business Owner
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Michael F

Series 66

Ocean View, DE

Edward Jones

College savings (529s, UTMA, etc.) Startup equity planning Retirement income strategy Wealth management Founder/Business Owner
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