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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 635 near 30542

Out of 400,000+ nationwide

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Luke M

CFP®

Cumming, GA

Origin Investment Advisory LLC

In John 16:33 Christ has stated: “I have told you these things, so that in me you may have peace. In this world, you will have trouble. But take heart! I have overcome the world.” Financial troubles will find us all. Uncertainty. Confusion about your financial future. The burden of debt. Challenges brought on by unexpected life events. The increasing costs of raising children. Saving and investing concerns. Retirement questions. And on, and on…troubles. Not knowing where to turn for simple, honest help is a concern of many folks. As Christians, we are all led by Christ to serve and to place the needs of others above our own. As a financial fiduciary, Greenway Financial Planning is bound to place the best interest of our clients ahead of our own interests. If you need some help, please reach out, and let’s start a conversation.

Student loan debt Christian Faith Based Young Families Gen X (Born 1965-1980)
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Ian C

Series 66

Dacula, GA

Edward Jones

Retirement income strategy Divorce financial planning General estate planning guidance Charitable giving & philanthropy ESG / Sustainable investing Religious/faith focused
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Paul F

Series 63, Series 66

Johns Creek, GA

Fidelity

Paul Fragakis is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2015. He began his career in financial services in 1986 as a financial adviser with Paine Webber. Over the years, he has held roles at several firms including Oppenheimer & Co, Bear Stearns, First American Capital, T3 Trading, and Merrill Lynch. His professional experience encompasses advanced financial planning, working closely with families to develop detailed financial plans and implement strategies aligned with their goals. His work focuses on helping clients pursue their financial objectives through comprehensive planning. Details regarding his education, credentials, personal interests, or community involvement have not been provided.

General retirement planning Income planning Wealth management Cash flow / budgeting
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Stephen G

Series 66

Gainesville, GA

Merrill

Stephen Gayton is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in family wealth management strategies, legacy planning, personal retirement planning, philanthropic planning, portfolio management services, individual and corporate investment strategy, and retirement income. Stephen holds a Bachelor's Degree from the University System of Georgia and holds the Professional Investment Advisor (PIA) designation. He emphasizes developing personalized financial strategies tailored to clients' long-term goals. Stephen is also active in his community, dedicating time to volunteer with local organizations in line with Merrill's tradition of community involvement.

Wealth management Retirement income strategy General retirement planning Charitable giving & philanthropy Family Business
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Bryan R

Series 66

Buford, GA

Edward Jones

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance Retirement withdrawal strategies Wealth management
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Dillon H

CFP®, Series 66

Gainesville, GA

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Wealth management Business ownership considerations Founder/Business Owner
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Debby M

Series 66

Oakwood, GA

Merrill

Debby Minot is a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, she provides wealth management services and financial strategies to affluent individuals, retirees, executives, women, and business owners. She focuses on creating comprehensive plans to build, manage, preserve, and transfer wealth, tailoring advice to clients' risk tolerance, investment goals, and liquidity needs through a disciplined, long-term process. Debby’s expertise includes college education planning, divorce transition planning, executive compensation, personal retirement planning, portfolio management, tax minimization, and retirement income strategies. She is a member of the Wood DeTienne O'Connor Group, which has been recognized on Forbes' "Best-in-State Wealth Management Teams" list in 2023 and 2024. Debby holds professional designations such as CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned her bachelor's degree from Minot State University. Her community involvement includes participation with the American Heart Association, Boys and Girls Clubs of the Valley, and Phoenix Children's Hospital. Debby enjoys adventure sports, basketball, golfing, hiking, running, skiing, traveling, and spending time with her family. Born and raised in North Dakota, she relocated to Arizona in 2000 to begin her career in the financial industry.

Wealth management Retirement income strategy Tax-loss harvesting Retirement withdrawal strategies Executive Women Professionals Approaching retirement Married/Couples/Partners Parents
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Leslie B

Series 63, Series 66

Cumming, GA

Fidelity

Leslie Bell is a Planning Consultant at the Alpharetta Investor Center, where she collaborates with Financial Consultants and Vice Presidents of Financial Consulting (VPFCs) to support current and prospective clients. Her role focuses on partnering with clients through various life events to provide professional service and financial guidance tailored to their needs. Leslie joined Fidelity Investments in 2022 and has held several positions, including Financial Representative, Relationship Manager, and currently Planning Consultant. Prior to Fidelity, she worked as a Customer Service Representative II at United Community Bank from 2019 to 2022. Outside of her professional responsibilities, Leslie engages in activities such as spending time with family, fitness, social events with friends, running, caring for pets, and volunteering.

General retirement planning
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Martha S

Series 63, Series 66

Gainesville, GA

Merrill

Martha Spence serves as a Senior Financial Advisor with over 20 years of industry experience, specializing in providing tailored financial solutions for business owners as they grow and transition their companies. Holding the Certified Exit Planning Advisor (CEPA®) designation, she applies advanced Exit Planning methodologies along with comprehensive strategies to address the evolving needs of business owners at every stage of ownership. Martha collaborates closely with clients to understand their businesses and personal financial goals, utilizing resources from Merrill Lynch Wealth Management and Bank of America to design customized exit strategies, tax-efficient transitions, partner buyouts, and more. Martha maintains securities registrations including Series 7, Series 66, Series 63, and SIE with FINRA, as well as a Georgia Life, Accident and Sickness Insurance Agent License. She completed a non-accredited certificate program at the University of North Georgia. Her client services focus encompasses college education planning, executive compensation, family wealth management, retirement income, portfolio management, and employee financial health. She also serves as an active member of the North Georgia Trust & Estate Planning Council, the Rotary Club of Gainesville, and the North Georgia Community Foundation Board. In 2023, Martha was recognized as a Paul Harris Fellow by The Rotary Foundation International. Martha resides in historic Hall County, Georgia, with her teenage son. Outside of her professional activities, she enjoys engaging with her family, following Formula 1 racing, and visiting relatives in Topsail Beach, North Carolina.

Business exit / sale strategy Business ownership considerations Business succession planning Tax strategies for small businesses Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Michael L

CFP®, Series 66

Flowery Branch, GA

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning General estate planning guidance Multi-generational wealth transfer Wealth management Founder/Business Owner
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