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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

Top 30 financial advisors of 40 near 28904

Out of 400,000+ nationwide

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Deana B

CFP®

Blairsville, GA

Contemporary Financial Planning

Following the establishment and successful sale of her ownership in a prominent financial advisory practice in Northeast Florida, Deana found herself presented with the opportunity to retire at the young age of 43. However, fueled by her unwavering dedication to advocate for women, she chose to channel her passion and talent by creating Contemporary Financial Planning and BagLady Divorce. Contemporary Financial Planning is a registered investment advisory firm providing financial planning and investment management. BagLady Divorce is a platform devoted to educating women about divorce and money.

Divorced Women Divorced Baby Boomers (Born 1946-1964)
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John P

Series 66

Blairsville, GA

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business succession planning General estate planning guidance Multi-generational wealth transfer Military & Veterans
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Oleg M

CFP®, ChFC®, Series 66

Blairsville, GA

Edward Jones

Retirement income strategy Wealth management Business ownership considerations Business succession planning General estate planning guidance Founder/Business Owner Intergenerational Families
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Jodi S

Series 63, Series 66

Hayesville, NC

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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Jaime F

Series 66

Murphy, NC

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Business ownership considerations General estate planning guidance Wealth management Founder/Business Owner Women Professionals
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Christie S

Series 66

Murphy, NC

Edward Jones

Business ownership considerations Business succession planning Retirement income strategy General estate planning guidance Founder/Business Owner Intergenerational Families Religious/faith focused
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Scott M

CFP®, Series 65

Blairsville, GA

CapSouth Wealth Management

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Ryan H

Series 66

Hiawassee, GA

IFG Advisory, LLC

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Melissa E

Series 63, Series 65

Blairsville, GA

IFG Advisory, LLC

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Michael M

Series 63, Series 65

Hayesville, NC

Steward Partners Investment Advisory, LLC

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