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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 15 financial advisors of 15 near 54889

Out of 400,000+ nationwide

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Jose A

CFP®

Amery, WI

Harvest Horizon Wealth Strategies

Jose Alvarez is the founding advisor at Harvest Horizon Wealth Strategies, a fiduciary, fee‑only Registered Investment Adviser proudly veteran‑owned and based in Amery, Wisconsin. Born and raised in Wisconsin, Jose served ten years in the U.S. Army as a paratrooper and infantryman, including multiple combat deployments. In 2025, he founded the firm to break away from the brokerage world and bring structure, independence, and real-life discipline to his client's financial planning needs and lives. Harvest Horizon Wealth is structured to work with people of many different wealth backgrounds. From those who've built a very high level of net worth to those inheriting that wealth. From those who are still building their wealth to those who are expanding or starting to plan their exit from their business. Harvest Horizon Wealth Strategies strategically tailors its service - and cost - to account for the life stage, complexity, needs, and expectations of its clients. Outside of service, Jose is a husband, father, and beef rancher- rooted in Midwestern values and community. His approach combines military leadership, financial expertise, and a deep, down-to-earth connection with business, land, and legacy planning. Jose works closely with family wealth holders, wealth accumulators, ag-related business owners, and municipal reps to design customized plans that prioritize clarity today and prosperity tomorrow.

Wealth management Business ownership considerations Business Financial Management Founder/Business Owner Executive Gen X (Born 1965-1980)
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Theresa T

Series 66

Amery, WI

Edward Jones

Retirement income strategy General retirement planning Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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Ryan C

Series 66

Amery, WI

Edward Jones

Business ownership considerations Business exit / sale strategy Business succession planning Retirement income strategy General estate planning guidance Founder/Business Owner
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Eric M

Series 66

Amery, WI

Edward Jones

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance Inheritance planning General retirement planning
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Todd O

Series 63, Series 65

Cumberland, WI

Money Concepts Capital Corp

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Bradley B

Series 63, Series 65

St Croix, MN

IHT Wealth Management LLC

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Jordan W

Series 66

Amery, WI

Great Valley Advisor Group, LLC

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Steven Z

Series 63, Series 65

Cumberland, WI

STIFEL

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Sherri M

Series 66

Amery, WI

LPL Financial

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Michael C

CFP®, Series 63, Series 65

Plymouth, MN

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