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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

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Richard F

Series 63

Harlan, KY

Alexander Investment Services Co.

Richard Fox is a financial advisor with Alexander Investment Services Co. in Harlan, KY, holding a Series 63 designation and 42 years of industry experience. He has been with Alexander Investment Services Co. since 1984. Outside of his advisory role, he is a minority shareholder in a small real estate investment company, Roy's Boys, LLC. Alexander Investment Services Company provides investment advice and portfolio management to individuals, retirement plans, trusts, estates, charitable organizations, medical and dental practices, and small businesses. The firm combines registered broker-dealer activities with advisory services, emphasizing personalized investment agreements and regular client reviews.

Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting Self-Employed Founder/Business Owner Doctor or Medical Professional Mid-Career Professionals
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Drew A

Series 63, Series 65

Harlan, KY

Alexander Investment Services Co.

Drew Adams is a financial advisor with Alexander Investment Services Co. in Harlan, KY, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with Alexander Investment Services Co. since 2010. Outside of his advisory role, Adams serves as a board member for the Harlan County Economic Development Authority and Camp Blanton, a former Boy Scout camp. Alexander Investment Services Company provides investment advice and portfolio management to individuals, retirement plans, trusts, charitable organizations, and small businesses. The firm offers both advisory and brokerage services, emphasizing personalized investment agreements and regular client reviews, with a focus on client objectives and risk tolerance.

Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting Self-Employed Founder/Business Owner Doctor or Medical Professional Mid-Career Professionals
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