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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

Top 16 financial advisors of 16 near 46120

Out of 400,000+ nationwide

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Alan S

CFP®

Fillmore, IN

Best Case Financial

I'm Alan Skillern. I'm from a tiny town in west central Indiana. My goal is to help people just like I help my family. I'm a CFP® professional and I picked up my MBA while I was at Ball State. I've worked in a few firms but I never sold a financial product or taken a commission. I don't have any desire to push products to people who are looking to secure their family's future. I have picked up a set of skills, including: a deep knowledge of estate planning, mindfulness around taxes, and the ability to build a killer financial plan. Best Case Financial is built around the idea of neighbors helping neighbors. I've seen too many cases of people being treated un-neighborly and I want to do my part to tip the scale in the other direction.

Cash flow / budgeting Sandwich Generation Young Families Gen Y/Millennials (Born 1980-1995)
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Jennifer J

Series 66

Greencastle, IN

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Early retirement planning General retirement planning Self-Employed
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Ginger S

Series 65

Greencastle, IN

Wabash Capital, Inc.

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Taylor F

Series 63, Series 65

Greencastle, IN

MWA Financial Services Inc.

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Vernon S

Series 63, Series 65, Series 66

Greencastle, IN

J. W. Cole Advisors, Inc.

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Amanda L

Series 63, Series 65

Greencastle, IN

MWA Financial Services Inc.

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Heather M

Series 66

Clayton, IN

Modern Wealth Management, LLC

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Cameron C

Series 66

Cloverdale, IN

Osaic Advisory Services, LLC

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Johnnie C

CFP®, Series 63, Series 66

Cloverdale, IN

Osaic Advisory Services, LLC

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Lottie B

Series 63, Series 65

Greencastle, IN

Mass Mutual Investors Services

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