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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 593 near 48371

Out of 400,000+ nationwide

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John B

CFP®, CPA

Oakland Twp, MI

J Robert Bergmann Advisors, LLC

Trust, relationships, and work ethic. Three core values I take very seriously when serving you and your family. Working with me, you can expect honesty, good judgement, and strong character. Reliable and responsive to your financial needs, I place your interests ahead of my own and strive to always be a positive, empathetic, and collaborative partner. Disciplined and organized, with a sense of curiosity, my goal is to achieve results that will help and support the wellbeing of your family. With more than 30 years of financial and business experience, my hope is to share the knowledge, experience, and a little wisdom developed over that time to help you achieve your next goals in life.

Business ownership considerations Tax strategies for small businesses Business succession planning General estate planning guidance Gen X (Born 1965-1980)
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Carla A

CFP®

Lake Orion, MI

Nectarine

With more than 15 years of experience in the wealth management industry, Carla founded Ametrine Wealth with the vision of helping people–particularly women–take control of their financial futures. She prides herself on creating a compassionate, trusting environment for clients and removing the barriers that keep people from setting and achieving their financial goals. Carla’s clients value her financial planning insight, ability to break down complex topics, attention to detail, and approachable demeanor. Originally from Massachusetts, Carla initially envisioned a career in science. She graduated magna cum laude from Washington and Lee University and received a Masters in chemistry from Northwestern University. However, long hours in the lab made her realize her preference for engaging with people over compounds, and she decided to put her analytical skills to use in the financial sector. Carla holds an MBA in Finance and General Management from the University of Chicago Booth School of Business and is a Certified Financial Planner Practitioner(TM). Carla lives in Lake Orion with her husband, Jarod, and her two greatest accomplishments, daughters Brinley and Chloe.

Mid-Career Professionals Married/Couples/Partners Single Women Gen Y/Millennials (Born 1980-1995)
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Grant F

Series 66

Lake Orion, MI

Edward Jones

Retirement income strategy Business ownership considerations Business exit / sale strategy Business succession planning Divorce financial planning Founder/Business Owner Intergenerational Families Divorced
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Daniel H

Series 63, Series 66

Shelby Township, MI

Edward Jones

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

Series 63, Series 66

Lake Orion, MI

Edward Jones

Retirement income strategy College savings (529s, UTMA, etc.) Business ownership considerations Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner
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Mark F

CFP®, Series 63, Series 65

Rochester, MI

Edward Jones

Retirement income strategy College savings (529s, UTMA, etc.) Business ownership considerations Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner
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Abbey B

Series 66

Washington Township, MI

Edward Jones

College savings (529s, UTMA, etc.) Multi-generational wealth transfer Wealth management Retirement income strategy General retirement planning Newlywed/Engaged Young Families Gen Y/Millennials (Born 1980-1995)
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Hilary R

CFP®, ChFC®, Series 66

Clarkston, MI

Edward Jones

College savings (529s, UTMA, etc.) Divorce financial planning Retirement income strategy General retirement planning Wealth management Founder/Business Owner
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Adam B

Series 66

Oxford, MI

Edward Jones

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance Retirement withdrawal strategies
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John D

Series 66

Washington Township, MI

Edward Jones

Retirement income strategy General retirement planning Multi-generational wealth transfer Wealth management
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