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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 30259

Out of 400,000+ nationwide

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Desmond Q

CFP®, Series 65

Peachtree City, GA

Quigley Financial LLC

General retirement planning General tax planning Wealth management Cash flow / budgeting Retired
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Bryan B

CFP®, Series 63

Newnan, GA

Wealth Partners, Inc.

Debt management College savings (529s, UTMA, etc.) General retirement planning General estate planning guidance General tax planning Self-Employed Retired
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Daniel J

Series 63, Series 66

Newnan, GA

FamilyRoot Wealth Advisors, LLC

College savings (529s, UTMA, etc.) Business ownership considerations Cash flow / budgeting General estate planning guidance Retirement income strategy
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Timothy S

CFP®, Series 66

Senoia, GA

Two Twelve Planning, Inc.

Wealth management Passive / index investing Active portfolio management
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Andrew L

CFP®, EA

Peachtree City, GA

Vetworth

We recognize how important financial education is to the veterinary community. Becoming more financially secure not only improves the lives and well-being of you and your family, but also can help improve the lives and well-being of your patients and clients. At VetWorth, we offer fiduciary, fee-only financial planning specifically to veterinarians. From tax planning strategies for relief veterinarians to analyzing disability options for specialty vets to retirement planning scenarios for practice owners, our goal is to positively impact the lives of our clients through collaborative financial planning, including student loan guidance. I made the decision to serve veterinarians after reading a Merck study showing more than half of veterinarians would not recommend the profession to their peers, with low incomes and high student debt being the overwhelming reasons. By working with vets to improve their financial situation, I hope to help reverse this negative perception many vets feel. I am a CERTIFIED FINANCIAL PLANNER™, CERTIFIED Student Loan Professional™, and Enrolled Agent with the IRS. I serve clients virtually across the country and locally south of Atlanta. If you’re interested in having a conversation about how a financial planning relationship may benefit you, please feel free to reach out!

General tax planning College savings (529s, UTMA, etc.) Veterinarian Independent Contractor Women Professionals
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Kyle R

Series 65

Peachtree City, GA

Ridgeback Wealth Management

Wealth management Cash flow / budgeting College savings (529s, UTMA, etc.)
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Jay P

Series 65

Peachtree City, GA

Olsen Family Financial, LLC

College savings (529s, UTMA, etc.) Real estate investing Cash flow / budgeting Military & Veterans Airline Pilot Doctor or Medical Professional Founder/Business Owner Retired Sandwich Generation
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Mark D

CFA®

Tyrone, GA

Anson Analytics

Active portfolio management Options & derivatives strategies ESG / Sustainable investing
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Kristin V

Series 65

Atlanta, GA

Anson Analytics

Active portfolio management Options & derivatives strategies ESG / Sustainable investing
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Samuel S

CFA®, Series 65

Tyrone, GA

Anson Analytics

Active portfolio management Options & derivatives strategies ESG / Sustainable investing
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