Direct booking

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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 224 near 45309

Out of 400,000+ nationwide

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Joseph E

CFP®

Oakwood, OH

Stage Ready Financial Planning

Since 2015, Joe has helped families align their financial resources with their retirement dreams. Prior to founding Stage Ready Financial Planning, he worked as a Financial Planner in Dayton, OH at a large financial services firm. With a past career in education, Joe is a big believer in making sure his clients have the education necessary to make great decisions about their finances. He looks forward to continuing to serve families in Ohio and beyond while combining his love for teaching and passion for financial freedom. In addition to his years of experience, Joe has earned degrees from Wright State University, the University of Houston, and an Executive Certificate in Financial Planning from Xavier University. He is also a CERTIFIED FINANCIAL PLANNER® professional, a member of the XY Planning Network, and NAPFA. Joe and his wife Kristen live in Oakwood, OH with their dachshund pups, Lily and Henry. In his free time, Joe is passionate about his family, fitness, the ocean, music, and grilling great food.

General retirement planning Income planning Wealth management Baby Boomers (Born 1946-1964)
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Scott Y

Series 66

Dayton, OH

Edward Jones

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Edward C

Series 66

Tipp City, OH

Edward Jones

Retirement income strategy Charitable giving & philanthropy ESG / Sustainable investing Military & Veterans Executive Values-based investing Religious/faith focused
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Mark H

Series 63

Eaton, OH

Edward Jones

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Nicholas G

Series 63, Series 65

Brookville, OH

Edward Jones

Retirement income strategy Wealth management General estate planning guidance Inheritance planning
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Yuh Chen Y

Series 66

Kettering, OH

Edward Jones

General retirement planning Wealth management Passive / index investing
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Evan T

Series 66

Brookville, OH

Edward Jones

Retirement income strategy General retirement planning General estate planning guidance
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Karn S

Series 66

Kettering, OH

Edward Jones

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David G

Series 66

Oakwood, OH

Edward Jones

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General estate planning guidance Founder/Business Owner
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Neil N

Series 63

Tipp City, OH

Edward Jones

Retirement income strategy Retirement withdrawal strategies Liquidity event planning Business ownership considerations General estate planning guidance Founder/Business Owner
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