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Aaron K

CFP®

Calabasas, CA

Greenup Street Wealth Management LLC

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 442 near 44001

Out of 400,000+ nationwide

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Liz G

CFP®

Avon Lake, OH

Intera Financial Planners LLC

To whom much is given, much will be expected. Liz Griffiths applies this philosophy to her life and her life's work as a holistic and certified advisor. Liz has been given much - a good family, true friendships and many trials and tribulations throughout her life - yes, you heard it right, trials and tribulations. From them springs Liz's desire to help others prepare for theirs. She combines her natural leadership and organizational abilities with her significant experience in problem solving to work alongside her clients. Liz helps them to understand, organize and manage their personal and financial lives and legacies - the greatest gift they can give themselves and their families. Liz an Italian, German and Irish gal, loves to entertain family and friends at home with her husband Michael. They love her cooking and baking - especially her meatballs and apple pies and they always go home with a take- home package of their favorite meal goodies. In keeping with her philosophy, To those who have been given much, much is expected, Liz has a take home gift for you . . . her mom’s famous chocolate chip cookie recipe. Just call or email her for a copy!

Widow/Widower Young Professionals Women Professionals Baby Boomers (Born 1946-1964)
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Serina L

Series 66

Sheffield Village, OH

Edward Jones

Retirement income strategy Wealth management Executive
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Dustin K

Series 66

Westlake, OH

Edward Jones

Retirement income strategy General retirement planning Business ownership considerations Business succession planning Military & Veterans Founder/Business Owner Intergenerational Families
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Mark Z

Series 66

Amherst, OH

Edward Jones

College savings (529s, UTMA, etc.) Wealth management Passive / index investing ESG / Sustainable investing Business ownership considerations Founder/Business Owner
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Max S

Series 63, Series 65

Oberlin, OH

Edward Jones

Retirement income strategy General retirement planning College savings (529s, UTMA, etc.) Wealth management
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Bryan B

Series 66

Avon Lake, OH

Edward Jones

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

Series 66

Westlake, OH

Edward Jones

Retirement income strategy Charitable giving & philanthropy Equity Recipients (RS/RSU, SOP, ESPP) Multi-generational wealth transfer Wealth management
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Steven P

Series 66

North Ridgeville, OH

Edward Jones

Retirement income strategy College savings (529s, UTMA, etc.) General retirement planning Wealth management Military & Veterans Educators, Teachers, and Academics
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Paul H

Series 63, Series 66

Vermilion, OH

Edward Jones

Retirement income strategy General retirement planning Charitable giving & philanthropy Multi-generational wealth transfer Inheritance planning Intergenerational Families
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Raymond L

CFP®, Series 66

Avon, OH

Edward Jones

Retirement income strategy Divorce financial planning Business ownership considerations Planning for children with special needs Founder/Business Owner
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