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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 94 near 44870

Out of 400,000+ nationwide

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Sarah H

CFP®, Series 66

Clyde, OH

Edward Jones

Retirement income strategy Wealth management General estate planning guidance
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Michelle D

Series 63, Series 66

Port Clinton, OH

Edward Jones

Charitable giving & philanthropy General estate planning guidance General retirement planning Wealth management
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Eric K

Series 66

Sandusky, OH

Edward Jones

College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance Retirement income strategy General retirement planning Founder/Business Owner
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Ryan R

Series 63

Huron, OH

Edward Jones

General estate planning guidance Multi-generational wealth transfer General retirement planning
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Brendan W

Series 66

Sandusky, OH

Edward Jones

College savings (529s, UTMA, etc.) General retirement planning
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Paul C

Series 66

Port Clinton, OH

Edward Jones

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Business Financial Management Wealth management Military & Veterans Founder/Business Owner
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Melissa D

Series 66

Huron, OH

Edward Jones

Retirement income strategy General estate planning guidance Retirement withdrawal strategies Wealth management
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Frank L

CFP®, Series 66

Port Clinton, OH

Edward Jones

Retirement income strategy Charitable giving & philanthropy Multi-generational wealth transfer Wealth management ESG / Sustainable investing Religious/faith focused Values-based investing
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Karen H

Series 63, Series 65

Kelleys Island, OH

Merrill

Karen Hoy is a Wealth Management Advisor with Merrill Lynch Wealth Management. She has been a financial advisor for 34 years and is a lifelong resident of Hudson, Ohio. Karen began her career at Dean Witter in Hudson in 1989 before moving to Merrill in 1993. Karen holds a Bachelor's Degree from Ashland University and the Personal Investment Advisor (PIA) professional designation. Her expertise focuses on retirement planning, estate planning strategies, wealth management, and the transfer of wealth to the next generation. She works primarily with families and has a special interest in advising and educating women who have experienced divorce or widowhood. Karen has played a role in establishing the Hudson Community Foundation and remains active in philanthropic activities, including involvement with the Kellys Island You Got Talent, Make a Wish Foundation, and Veteran Canine Connection. Outside of work, she enjoys boating, painting, hiking, tennis, and spending time with her family and dogs on Kelleys Island.

Wealth management General estate planning guidance Multi-generational wealth transfer Divorce financial planning College savings (529s, UTMA, etc.) Women Professionals Divorced Women Widow/Widower
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James P

Series 65

Marblehead, OH

Covenant Wealth Advisors

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