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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 308 near 44406

Out of 400,000+ nationwide

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Matt G

CFP®

Salem, OH

Unrivaled Wealth Management

Welcome! I'm Matt Garasic, founder of Unrivaled Wealth Management. I specialize in working with executives and key employees across the United States. Business executives and other professionals start working with me when: • They don't have the time and/or desire to properly manage their finances. • They're experiencing a significant life event and need help navigating the financial ramifications. • They crave the freedom to work on their terms as quickly as possible so they can spend more time on what’s important to them. I relieve my clients' stress and help uncover new opportunities by synchronizing everything related to their financial lives, including cash flow, tax, investment, estate, and insurance planning. Clients enjoy working with me because my approach is drastically different from what they’ve experienced or heard about financial advisors. • I avoid financial jargon and explain topics in plain English. • I want you to understand every recommendation before it's implemented. • You’ll always speak directly to me and receive personalized answers to your questions. • You never have to wonder if my recommendations are incentivized by a commission or ulterior motive. • I focus on helping you enjoy your money while you’re alive instead of competing for the highest net worth in the graveyard. Book an introductory meeting and let's see if it makes sense to work together!

Equity Recipients (RS/RSU, SOP, ESPP) Executive FIRE (Financial Independence Retire Early) Gen Y/Millennials (Born 1980-1995)
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Valerie D

Series 63

Boardman, OH

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management
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Jason W

Series 63, Series 65

Hubbard, OH

Edward Jones

Retirement income strategy General retirement planning Wealth management General estate planning guidance
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Joshua P

ChFC®, Series 63, Series 66

Salem, OH

Edward Jones

Retirement income strategy Retirement withdrawal strategies Liquidity event planning Equity Recipients (RS/RSU, SOP, ESPP) Divorce financial planning
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Scott V

Series 66

Boardman, OH

Edward Jones

Retirement income strategy College savings (529s, UTMA, etc.) Wealth management Doctor or Medical Professional
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James C

Series 63, Series 66

Hubbard, OH

Edward Jones

Retirement income strategy General retirement planning Wealth management
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Todd H

Series 63

Salem, OH

Edward Jones

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John W

Series 66

Salem, OH

Edward Jones

Retirement income strategy General retirement planning Wealth management General estate planning guidance
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Austin H

Series 66

Columbiana, OH

Edward Jones

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Multi-generational wealth transfer Wealth management Founder/Business Owner Intergenerational Families
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Seth L

Series 66

Canfield, OH

Edward Jones

College savings (529s, UTMA, etc.) Divorce financial planning Retirement income strategy ESG / Sustainable investing Inheritance planning
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