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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 30040

Out of 400,000+ nationwide

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Srinivasa Rao K

Series 65

Cumming, GA

VIVCAP LLC

Active portfolio management Tax-loss harvesting
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Ali S

CFP®, Series 63

Alpharetta, GA

Cwpim

Wealth management General retirement planning Tax-loss harvesting Cash flow / budgeting General estate planning guidance
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Akhilesh M

Series 65

Johns Creek, GA

Kuber Capital Management, LLC

Options & derivatives strategies
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Elizabeth H

Series 65

Alpharetta, GA

E.A. Hendrich Financial Planning, LLC

General retirement planning Income planning College savings (529s, UTMA, etc.) Passive / index investing Mid-Career Professionals Approaching retirement
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Hieu N

Series 63, Series 65

Buford, GA

LegacITree Wealth Management, LLC

Active portfolio management Concentrated stock management
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James M

Series 65, Series 66

Alpharetta, GA

Ensure Capital LLC

Options & derivatives strategies Long-term care insurance Cash flow / budgeting General retirement planning
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C V

Series 66

Alpharetta, GA

CN Wealth Management, LLC

Active portfolio management General retirement planning
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Manishkumar J

Series 63, Series 66

Johns Creek, GA

BluePrism Wealth Management LLC

General retirement planning Cash flow / budgeting
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Nick F

CFP®, CPA, CFA®

Cumming, GA

Chattahoochee Wealth

At Chattahoochee Wealth, we specialize in serving two groups who face unique but overlapping challenges: Big 4 Partners and Directors navigating the complexities of their careers and benefits packages, and mid-career professionals balancing demanding jobs with family priorities. For Big Four Partners and Directors, your financial life is directly tied to your career in ways that most advisors don’t fully understand. From navigating independence and compliance restrictions, to making sense of partnership agreements, K-1 income, and firm benefits, the complexity can be overwhelming. Add in the weight of career decisions, like whether to remain at the firm or pursue opportunities elsewhere, and it’s clear why many Partners and Directors seek an advisor who understands their world. We help you evaluate those tradeoffs and integrate them into a comprehensive financial plan that covers every part of your financial life. For mid-career professionals, the challenge is no less pressing. Between raising families, advancing in your career, and trying to make life run smoothly, it’s easy for financial planning to get pushed aside. Questions like “Are we saving enough?”, “Are we investing wisely?”, or “How do we balance today’s needs with tomorrow’s goals?” often linger in the background. We provide a clear financial framework so you can feel confident your plan is keeping up with your life. What unites both groups is the reality that time is limited, careers are demanding, and financial complexity doesn’t resolve itself. That’s where we step in.

Equity Recipients (RS/RSU, SOP, ESPP) General retirement planning Gen X (Born 1965-1980)
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Donald W

Series 65

Alpharetta, GA

Versailles Financial, LLC

General retirement planning General tax planning Cash flow / budgeting
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