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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 34 near 39305

Out of 400,000+ nationwide

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Lee B

Series 66

Meridian, MS

Edward Jones

Retirement income strategy General retirement planning Wealth management Business exit / sale strategy General estate planning guidance
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John R

Series 66

Meridian, MS

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Early retirement planning Founder/Business Owner
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Mary M

Series 66

Meridian, MS

Edward Jones

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance Multi-generational wealth transfer
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Lee R

Series 66

Meridian, MS

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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Ellis M

Series 66

Meridian, MS

Merrill

Ellis Mitchell is a Wealth Management Advisor at Merrill Lynch Wealth Management, specializing in developing personalized financial strategies tailored to clients' unique goals. Beginning his financial services career in 2004, Ellis takes a comprehensive approach to wealth management that starts with understanding each client's priorities and focuses on aligning solutions with their long-term objectives. His expertise encompasses college education planning, divorce transition planning, family wealth strategies, legacy planning, liquidity management, retirement income, and portfolio management services. Ellis is a CERTIFIED FINANCIAL PLANNER® professional, as well as a Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He holds a Bachelor's Degree from the University of Alabama System. Ellis emphasizes collaboration to address key life priorities including family finances, health, home, leisure, work, and charitable giving, helping clients navigate financial changes through different life stages. In addition to his professional work, Ellis serves as a board member of the Choctaw Area Council of Boy Scouts of America and has previously been involved with organizations such as the Boys and Girls Club of East Mississippi and the East Mississippi Foothills Land Trust. Outside of work, he enjoys fishing, golfing, and hunting, often spending time outdoors with his children.

Wealth management Retirement income strategy General retirement planning Divorce financial planning College savings (529s, UTMA, etc.)
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Stephen C

Series 66

Meridian, MS

Summit Wealth Group

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Gary J

CFP®, Series 66

Colorado Springs, CO

Summit Wealth Group

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John M

Series 63, Series 66

Meridian, MS

Raymond James Financial

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Terrell T

Series 66

Meridian, MS

STIFEL

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Harold H

Series 63

Meridian, MS

Raymond James Financial

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