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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

Advisors near 47265

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David B

Series 65

Seymour, IN

Brooks Investment Advisory Service

Wealth management
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Benjamin K

Series 66

Seymour, IN

Valentine Wealth Management

Retirement income strategy Cash flow / budgeting College savings (529s, UTMA, etc.) Business ownership considerations Founder/Business Owner
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Logan V

CFP®

Seymour, IN

Valentine Wealth Management

Valentine Wealth Management was created to provide a high touch wealth management service for both personal and business finances clients that desire a proactive relationship that will maximize their ability to reach their goals. Where there are higher levels of complexity, we believe that we provide a higher value to our clients. We will dive deep into your goals and guide you through all financial decisions you face as well as accountability on implementation and execution.

General retirement planning General tax planning Wealth management Founder/Business Owner Baby Boomers (Born 1946-1964)
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Stephen B

Series 63, Series 65

Seymour, IN

Robert Baird & Co.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Zane C

Series 66

Seymour, IN

Raymond James Financial

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Patrick B

Series 66

North Vernon, IN

Edward Jones

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Business ownership considerations Cash flow / budgeting Founder/Business Owner
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Matthew B

Series 66

Seymour, IN

Edward Jones

College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy General retirement planning
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Andrea H

CFP®, Series 66

Seymour, IN

Edward Jones

Retirement income strategy Charitable giving & philanthropy College savings (529s, UTMA, etc.) General estate planning guidance ESG / Sustainable investing
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Adam J

Series 63, Series 66

Seymour, IN

Edward Jones

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

Series 63, Series 65

Seymour, IN

Raymond James Financial

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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