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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

Advisors near 44646

Out of 400,000+ nationwide

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James M

Series 63

Canal Fulton, OH

Mundell Asset Management LLC

General retirement planning General estate planning guidance Cash flow / budgeting Income planning
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Ryan A

Series 63, Series 66

Canton, OH

Nickelplate Financial LLC

Wealth management Annuities
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Robert E

Series 65

North Canton, OH

FSC Advisors LLC

Annuities General tax planning College savings (529s, UTMA, etc.)
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Ryan B

CFP®

Uniontown, OH

Hyland Wealth Management LLC

Ryan Bayonnet is a Certified Financial Planner® and founder of Hyland Wealth Management, a Fee-Only, Registered Investment Advisory firm in Green, Ohio. Ryan founded Hyland to empower professionals and families to discover and reach their life goals while building a stable financial future. Through years of education and industry experience, he has acquired in-depth expertise in many areas of wealth management, specifically in retirement planning, tax planning, and investment management. He is a graduate of both the University of Akron and the Ohio State University. His work as a financial advisor has been cited in numerous news organizations including the Wall Street Journal, the New York Times, the Washington Post, and many more. Ryan serves clients locally and virtually across the country.

Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) Retirement income strategy General estate planning guidance Doctor or Medical Professional Gen X (Born 1965-1980)
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Michael M

CFA®, Series 65, Series 66

Uniontown, OH

Summit Investments and Financial Planning

General retirement planning Passive / index investing Active portfolio management
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Richard M

CFP®, PFS™, Series 65

Canton, OH

Buckeye Financial Solutions, Inc.

General retirement planning General tax planning College savings (529s, UTMA, etc.) Wealth management Passive / index investing
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Giancarlo V

CFA®

North Canton, OH

Chiarezza Capital Management, LLC

Active portfolio management Options & derivatives strategies
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Daniel B

Series 66

Canton, OH

Belden Financial, LLC

Options & derivatives strategies
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Anthony D

Series 63, Series 65, Series 66

Uniontown, OH

Deem Asset Management

Active portfolio management Options & derivatives strategies Concentrated stock management Founder/Business Owner Retired
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Anthony L

Series 66

Canton, OH

Clarion River Adventures, LLC

Annuities Wealth management Retirement withdrawal strategies
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