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

Advisors near 23103

Out of 400,000+ nationwide

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Jb B

Series 63, Series 65

Richmond, VA

J. B. Bryan Financial Group, Inc.

General retirement planning Life insurance needs analysis Long-term care insurance Cash flow / budgeting General tax planning
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Charan M

Series 63, Series 65

Powhatan, VA

Manektala Investment Advisory Services Inc.

Retirement income strategy Income planning Options & derivatives strategies Tax-loss harvesting
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Bradley C

Series 65

Midlothian, VA

Carnahan Capital Management, LLC

Active portfolio management
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Shawn P

CFP®

Richmond, VA

Genuine Wealth Solutions

Wealth is more than just how much you have saved, what you drive, or the square footage of your home. Genuine wealth is the freedom from uncertainty and the purposeful control of our most precious resource, time. I started Genuine Wealth Solutions to provide reliable guidance for driven individuals to reach financial independence and to do so in a way that is transparent and free from conflict of interest. So, whether you're near or in retirement or in the midst of your career, take control of your future with confidence so that you can enjoy today. You deserve this. Let's achieve your financial success together.

General retirement planning Gen Y/Millennials (Born 1980-1995)
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Matthew J

CFP®, CFA®, Series 65

Richmond, VA

Noble Hill Planning LLC

Tax-loss harvesting Retirement income strategy Cash flow / budgeting Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Jonathan H

CFP®

Midlothian, VA

Hussmen Financial

Being the son of a CPA, I have always had a keen interest in finance. Along with my other two siblings, I spent a few tax seasons in my father’s office helping where I could and learning the basics of the tax universe. After my time at Virginia Tech, I spent 5 years in Northern Virginia in the hospitality industry, from country clubs to selling wine (fun!!). After the arrival of my first daughter, my wife, Emily, and I returned to our roots in Richmond. I joined his father at his firm in 2018 and made quick work of learning the financial planning world. My goal is to take the questions and stress out of my clients' financial situation, so they can live the life they’ve always wanted. I believe that everyone should have access to a financial planner, whether they have substantial assets, or are just starting to save. You’ve got questions, the Hussmen have the answers!

General tax planning Young Families Gen Y/Millennials (Born 1980-1995)
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Peter B

Series 63, Series 65

Midlothian, VA

Financial Advisors of Virginia

General retirement planning General tax planning Cash flow / budgeting
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Peter B

CFP®

Richmond, VA

Opulent Wealth

Debt management Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement income strategy Social Security optimization
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Stuart P

Series 63, Series 65

Richmond, VA

Piedmont Capital Asset Management LLC

Wealth management
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Brenda M

CFP®, Series 63, Series 66

Glen Allen, VA

Humane Investing, LLC

ESG / Sustainable investing Tax-loss harvesting Religious/faith focused
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