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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 157 near 46131

Out of 400,000+ nationwide

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Seth S

CFP®

Franklin, IN

Pillar Wealth LLC

Pillar Wealth is an independent advisory firm for high earners and high net-worth individuals who want to focus their time, energy, and money on what is most important to them. We're purposefully built with the skill sets and experience to care for our clients' diverse financial needs. You'll see tangible results with our synergistic approach as the entire Pillar team partners with you to develop a unique plan that helps you focus on the items you can control, while mitigating those that you can't. The result is a collaborative, high-level, individualized plan to accomplish your Purpose. Whether you need help maximizing your business' cash-flow, creating an income stream in retirement, saving taxes, or identifying real estate investment opportunities, we're committed to partnering with you as your life, your goals, (and the markets) change. It's our Purpose to get clear on yours.

Business ownership considerations Business Financial Management Wealth management Founder/Business Owner
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Adam W

Series 66

Greenwood, IN

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Wealth management Founder/Business Owner
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Meredith K

Series 63, Series 66

Greenwood, IN

Edward Jones

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James R

CFP®, Series 66

Greenwood, IN

Edward Jones

Retirement income strategy Charitable giving & philanthropy College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning
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Christopher R

CFP®, Series 66

Greenwood, IN

Edward Jones

Retirement income strategy General retirement planning Planning for children with special needs Wealth management Military & Veterans
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Bryan D

Series 63, Series 66

Greenwood, IN

Edward Jones

Retirement income strategy General estate planning guidance Multi-generational wealth transfer Business ownership considerations Retirement withdrawal strategies Founder/Business Owner
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Scott F

Series 66

Greenwood, IN

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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Blake B

Series 66

Franklin, IN

Edward Jones

Business ownership considerations General retirement planning Wealth management Founder/Business Owner
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Curtis M

ChFC®, Series 63, Series 66

Greenwood, IN

Edward Jones

Retirement income strategy General retirement planning Wealth management
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David P

CFP®, Series 66

Shelbyville, IN

Edward Jones

Retirement income strategy General retirement planning Wealth management
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