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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 25 financial advisors of 25 near 22485

Out of 400,000+ nationwide

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James R

Series 63, Series 65

Stafford, VA

Fidelity

Jim Riutta is a Financial Consultant currently working at Fidelity since 2022. He assists clients and their families with holistic financial planning to help them envision and achieve their customized goals and wishes. His approach involves a multi-step process that emphasizes accountability as a key component of success. Jim also discusses estate planning considerations as well as income and retirement planning in a tax-efficient manner. Jim has held several positions in the financial industry, including Premier Banker at Wells Fargo from 2021 to 2022, Relationship Manager at Citi Bank from 2017 to 2021, Regional Banking Private Banking at Wells Fargo from 2012 to 2017, and Registered Investment Advisor at First Command from 2008 to 2012. Outside of his professional work, Jim's personal interests include beach activities, cars, family activities, fitness, motorcycles, and outdoor adventures.

General retirement planning Income planning General estate planning guidance
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Richard G

CFP®, Series 65

Stafford, VA

Lionheart Financial Planning, Inc.

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Quiltina S

Series 63, Series 65

Stafford, VA

The Financial T

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Christopher P

Series 65

Stafford, VA

Park Financial Planning Solutions, LLC

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Nora H

Series 63, Series 65

Stafford, VA

GuidedQuest, LLC

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Stephen B

CFP®, Series 63, Series 65

King George, VA

King George Capital Mgmt, Inc.

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Patti L

Series 65

Stafford, VA

GuidedQuest, LLC

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David D

Series 63, Series 66

King George, VA

King George Capital Mgmt, Inc.

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Kenneth T

CFP®, Series 65

King George, VA

Brightscape Investment Centers

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Vanessa C

Series 63, Series 65

Stafford, VA

First Command Advisory Services

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