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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 30 financial advisors of 452 near 49464

Out of 400,000+ nationwide

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Scott G

CFP®

Jenison, MI

Socrates Financial Planning

I was a college professor for many years and now I teach fellow professors how to manage their finances with confidence. I teach early-career professors how to create an effective financial plan and teach seasoned professors how to adjust their plans as retirement approaches. As a professor, I prepare for the first day of class. As a money mentor, I help professors prepare for their first day of retirement. As a professor, I help students develop an academic plan to meet their career goals. As a money mentor, I help professors develop a financial plan to achieve their life goals. Unlike most financial professionals, I work with you as a fee-only fiduciary planner. This means I am paid directly by you for objective advice without sales commissions, hidden fees, or conflicts of interests. My earliest money memory is saving my allowance and birthday money to pay for a toy when I was seven years old. I went to the sales counter with my piggy bank and dumped out coins and crumpled dollar bills. To this day, I value the ability to save for future goals. And yes, I still own the ceramic piggy bank! Investments are important, but so are income taxes, insurance, education funding, daily spending habits, estate planning and our relationship with money. I look forward to helping you achieve clarity and confidence with all aspects of a comprehensive financial plan.

Educators, Teachers, and Academics University Employee
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Jeffrey B

Series 66

Holland, MI

Edward Jones

Retirement income strategy Divorce financial planning General estate planning guidance General retirement planning
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Laura P

Series 63, Series 66

Zeeland, MI

Fidelity

Laura Pomeroy is the Vice President, Wealth Planner at Fidelity Investments, a role she has held since 2023. She has been with Fidelity Investments since 2013, progressing through positions including Financial Consultant, Senior Relationship Manager, and Relationship Manager. Prior to joining Fidelity, she was a Licensed Personal Banker at PNC Investments from 2005 to 2013. Her professional experience spans over a decade in wealth planning and financial consulting, where she focuses on building and maintaining sound financial plans tailored to each client's unique financial journey. Laura emphasizes a collaborative approach and long-term support in her work with clients. Outside of her professional role, Laura enjoys fitness activities, social events with friends, outdoor adventures, skiing, and swimming.

Wealth management
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Michael R

Series 63, Series 66

Holland, MI

Edward Jones

Retirement income strategy General retirement planning Wealth management Business exit / sale strategy General estate planning guidance
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Mary Kay Z

CFP®, Series 63, Series 66

Grandville, MI

Edward Jones

General retirement planning Retirement income strategy Multi-generational wealth transfer General estate planning guidance
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Ross D

CFP®, Series 63, Series 66

Holland, MI

Edward Jones

Charitable giving tax strategies Equity Recipients (RS/RSU, SOP, ESPP) Business ownership considerations General estate planning guidance Wealth management Founder/Business Owner
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Michael C

Series 66

Holland, MI

Edward Jones

Wealth management ESG / Sustainable investing Founder/Business Owner Hispanic/Latino/Latinx LGBTQIA
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Kyle W

Series 66

Holland, MI

Edward Jones

College savings (529s, UTMA, etc.) Wealth management ESG / Sustainable investing Retirement income strategy Founder/Business Owner
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Cameron R

CFP®, Series 66

Holland, MI

Edward Jones

Retirement income strategy Business ownership considerations Business exit / sale strategy Wealth management
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Mark P

CFP®, Series 66

Grand Rapids, MI

Edward Jones

Charitable giving & philanthropy General estate planning guidance Multi-generational wealth transfer General retirement planning Wealth management
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