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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 94 near 31558

Out of 400,000+ nationwide

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Andrew N

CFP®, Series 66

Fernandina Beach, FL

Edward Jones

Charitable giving & philanthropy Family Business Business ownership considerations Multi-generational wealth transfer Wealth management Founder/Business Owner Values-based investing Religious/faith focused
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Donna P

Series 66

St Marys, GA

Edward Jones

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Military & Veterans
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Suzanne W

Series 66

Kingsland, GA

Fidelity

Suzanne Wing is a Planning Consultant at Fidelity Investments, where she collaborates with clients to develop and update personalized financial plans. She has been with Fidelity Investments since 2018, progressing through roles including Workplace Planning Associate, Workplace Planning Consultant I and II, Relationship Manager at the Regional Center supporting premium clients, and currently serving as a Planning Consultant. Suzanne holds insurance licenses in Arkansas and California, which support her work in financial planning. Outside of her professional role, she enjoys cooking and baking, participating in family activities, exploring food culture as a foodie, watching movies, and engaging in parenthood.

General retirement planning Income planning Retirement income strategy Parents
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Ira H

Series 63, Series 66

Yulee, FL

Fidelity

Ira Holowell is a Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2017. He partners with individuals and families to create financial plans aimed at improving their overall financial well-being. Prior to his current role, he served as a Retirement Relationship Manager at Fidelity Investments from 2012 to 2017. In his financial planning approach, Ira focuses on understanding clients' goals and needs to develop effective and detailed financial plans and investment strategies. He holds insurance licenses in Arkansas and California. Outside of his professional work, Ira has interests in baseball, fishing, football, gardening, outdoor adventures, and scuba diving.

General retirement planning Retirement income strategy Income planning Wealth management Passive / index investing
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Crystal H

CFP®, Series 66

Fernandina Beach, FL

Edward Jones

Retirement income strategy Charitable giving & philanthropy General estate planning guidance Wealth management Women Professionals
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Steven G

CFP®, Series 66

Fernandina Beach, FL

Edward Jones

Retirement income strategy General retirement planning Wealth management General estate planning guidance
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Kim B

CFP®, Series 66

Fernandina Beach, FL

Edward Jones

Retirement income strategy General retirement planning Wealth management General estate planning guidance Inheritance planning Widow/Widower
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Brian H

CFP®, Series 66

Fernandina Beach, FL

Edward Jones

Retirement income strategy Business ownership considerations Business succession planning Wealth management Military & Veterans Founder/Business Owner
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Thomas B

Series 63, Series 66

Fernandina Beach, FL

TBCPA, Inc.

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Nicola N

CFA®, Series 66

Melbourne, FL

Rossby Financial, LLC

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