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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

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Christopher C

Series 63

Durham, NC

Chris C Crenshaw Financial Services, LLC

Wealth management
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Joseph S

PFSâ„¢, Series 65

Durham, NC

Reliance Financial Group, Inc.

General retirement planning Cash flow / budgeting General tax planning Wealth management
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Jennifer L

CFP®, Series 65

Durham, NC

Lazarus Financial Planning

General retirement planning
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Thomas F

CFP®, Series 65

Durham, NC

Portolan Financial Planning LLC

General retirement planning Tax-loss harvesting General tax planning
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Steven T

Series 65

Durham, NC

Pragmatic Portfolios, LLC

Passive / index investing Tax-loss harvesting Wealth management
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Adam V

CFP®, Series 63, Series 65

Chandler, NC

Avance Private Wealth LLC

Options & derivatives strategies Annuities Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management Founder/Business Owner Executive
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Tim I

CFP®

Durham, NC

Iseler Financial

Tim founded Iseler Financial to help creative professionals build stability & security in their financial lives. The firm offers hourly engagements, one-time plans, ongoing financial planning, and investment management. Tim lives in Durham NC with his family and wonder dog, Yoshi. Prior to starting Iseler Financial, he spent 18 years in the music industry as a recording & touring audio engineer. And, even further back in time, Tim grew up on a family farm before graduating with honors with a degree in mathematics.

Cash flow / budgeting College savings (529s, UTMA, etc.) General retirement planning General estate planning guidance Artists or Creative Entertainment Industry Self-Employed Gen Y/Millennials (Born 1980-1995)
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John B

Series 63, Series 66

Durham, NC

Diversified Investment Services LLC

Options & derivatives strategies Active portfolio management Real estate investing Annuities
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Gary B

Series 63, Series 65

Creedmoor, NC

Unlimited Timing Service Inc

Wealth management General estate planning guidance
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Jeff S

CFP®, CRPC®

Wake Forest, NC

Lucid Wealth Planning LLC

Lucid Wealth Planning ("LWP") was founded to improve the lives of others by helping clients make better-informed financial decisions in both their daily lives and long-term plans. We believe our impact provides added security, confidence, and overall joy in the lives of our clients. Given our focus on clients that strive to improve the world around them, such as Health Care Professionals and Academic professors, we anticipate the ripple effect of betterment to be limitless. Education: B.S.B. degree in Finance Certified Financial Planner™ (CFP®), and Chartered Retirement Planning Counselor (CRPC®), and Certified Student Loan Professional (CSLP®), and Behavioral Financial Advisor (BFA®) Experience: The completion of over 800 comprehensive financial plans for individuals and families since joining the industry in 2006. This includes specialized areas such as student loan analysis, estate planning, tax planning, portfolio management, and cash flow strategizing (to name a few). As a financial planner, my main goal is to help you make well-informed decisions on all financial matters, not just what investments are right for you. I'll always listen to your concerns, devise the best strategy, and treat your financial goals with the same care and interest I devote to my own. I look forward to being your trusted advisor and expert resource as you build a secure, and confident financial life.

Wealth management General tax planning Self-Employed Established Professionals Gen X (Born 1965-1980)
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