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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

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Sam W

CFP®

Indianapolis, IN

WealthGuides LLC

I'm a fiduciary & CERTIFIED FINANCIAL PLANNER living in Indianapolis, Indiana but serving clients nationwide. For years I've helped individuals and families plan for retirement and other imporant financial decisions. In college, I studied economics with a concentration in finance. After college, I worked for large wealth management firm in Indiana and then a boutique financial advising office specializing in retirement planning. That firm was later acquired and after a few years working for the acquiring firm I left to start WealthGuides. As an advisor I've worked with clients age 22 to 92. While I've worked with a wide range of people, I've always found my passion was with working with people to create a plan for retirement. As an advisor I provide guidance to my clients on taxes, their investment portfolios, estate planning, & charitable giving amongst others areas. I show people where they can save on taxes and I give clarity and strategies for how my clients can maximize the potential for what they can spend on themselves and give to others. On the personal side I'm a runner, a reader, a cat dad, and a traveler. I also enjoy sipping on a nice glass of wine or whiskey.

General retirement planning General tax planning Inherited wealth Gen X (Born 1965-1980)
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Matthew H

Series 63, Series 65

Brownsburg, IN

Skyview Capital Management

Business exit / sale strategy Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance Founder/Business Owner Airline Pilot
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Stephen H

Series 63, Series 65

Brownsburg, IN

Highsmith Financial Planning, LLC

General retirement planning Income planning General tax planning Wealth management Passive / index investing
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Gene A

Series 63, Series 65

Indianapolis, IN

Austin Financial Strategies, Inc.

Annuities Income planning Retirement income strategy Cash flow / budgeting
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Corey R

Series 63, Series 65

Indianapolis, IN

C.R. Retirement Strategies, LLC

General retirement planning Wealth management Long-term care insurance Annuities
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Bradley H

CFP®, Series 63

Beech Grove, IN

Henthorn Agency, Inc.

Social Security optimization General tax planning Retirement income strategy Life insurance needs analysis Mid-Career Professionals
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Dustin H

Series 65

Plainfield, IN

SunRift Capital Partners LLC

Social Security optimization General tax planning Retirement income strategy
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Leslie M

PFSâ„¢, Series 65

Indianapolis, IN

Michael Associates, LLC

General retirement planning College savings (529s, UTMA, etc.) Cash flow / budgeting
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John A

CFP®, Series 66

Plainfield, IN

AFP Group, LLC

General retirement planning Income planning College savings (529s, UTMA, etc.) Tax strategies for small businesses Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Leslie R

Series 63, Series 65

Indianapolis, IN

RIM Group

Active portfolio management Options & derivatives strategies Tax-loss harvesting Business sale tax planning Founder/Business Owner
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