Direct booking

firm logo

Aaron K

CFP®

Overland Park, KS

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 185 near 54742

Out of 400,000+ nationwide

firm logo

Austin L

Series 66

Altoona, WI

Edward Jones

Retirement income strategy General estate planning guidance Multi-generational wealth transfer Retirement withdrawal strategies Wealth management
firm logo

Kelsey N

Series 66

Chippewa Falls, WI

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
firm logo

Nicholas D

CFP®, Series 66

Chippewa Falls, WI

Edward Jones

Retirement income strategy College savings (529s, UTMA, etc.) Multi-generational wealth transfer Retirement plans for business owners (SEP, solo 401k) Wealth management
firm logo

Craig F

Series 66

Eau Claire, WI

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy General estate planning guidance Wealth management Founder/Business Owner
firm logo

Timothy T

ChFC®, Series 66

Altoona, WI

Edward Jones

Retirement income strategy Retirement withdrawal strategies Charitable giving & philanthropy General estate planning guidance Business exit / sale strategy
firm logo

Rachelle A

Series 66

Eau Claire, WI

Edward Jones

Retirement income strategy General retirement planning Wealth management General estate planning guidance Financial Professional
firm logo

Paul M

Series 66

Chippewa Falls, WI

Edward Jones

Retirement income strategy General estate planning guidance Military & Veterans Doctor or Medical Professional
firm logo

Kevin W

CFP®, Series 63

Altoona, WI

Edward Jones

Retirement income strategy Business ownership considerations Business succession planning Multi-generational wealth transfer General estate planning guidance Founder/Business Owner
firm logo

Matthew F

Series 66

Eau Claire, WI

Edward Jones

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance Wealth management General retirement planning
firm logo

Neil S

Series 66

Fall Creek, WI

Edward Jones

Charitable giving & philanthropy Multi-generational wealth transfer Retirement income strategy General retirement planning Wealth management Military & Veterans
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")