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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 309 near 54986

Out of 400,000+ nationwide

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Gary J

CFP®, Series 63, Series 65

Oshkosh, WI

Edward Jones

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance Wealth management
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David S

Series 66

Berlin, WI

Edward Jones

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

Series 63, Series 66

Neenah, WI

Fidelity

Kasey Sipiorski is a Financial Consultant at Fidelity Investments, a role held since 2024. Prior to this, Kasey has held various positions within Fidelity Investments, including Investment Consultant from 2023 to 2024 and High Net Worth Associate from 2022 to 2023. Kasey's career in financial advising includes experience at OneWisconsin Financial Group in 2021, Vision Financial from 2018 to 2021, and Thrivent Financial from 2015 to 2018. Kasey emphasizes a personal approach to financial consulting, focusing on understanding the unique financial situations, goals, and priorities of clients to build customized financial plans. Establishing a trusting and reliable relationship with clients at Fidelity is a key aspect of Kasey's professional philosophy. Outside of work, Kasey has interests in football, golf, kayaking, motorcycles, music, and writing.

Wealth management
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Shane Z

CFP®, ChFC®, Series 66

Neenah, WI

Edward Jones

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

CFP®, Series 63

Greenville, WI

Edward Jones

Retirement income strategy General retirement planning Wealth management General estate planning guidance Multi-generational wealth transfer
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Adam C

CFP®, Series 66

Neenah, WI

Edward Jones

General retirement planning Retirement income strategy Wealth management General estate planning guidance
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Nicole R

CFP®, Series 66

Oshkosh, WI

Edward Jones

Retirement income strategy General retirement planning ESG / Sustainable investing Wealth management LGBTQIA Newlywed/Engaged
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Kaylee G

Series 66

Greenville, WI

Edward Jones

Divorce financial planning Retirement income strategy General retirement planning General estate planning guidance
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Darrick M

Series 63, Series 66

Neenah, WI

Edward Jones

Charitable giving & philanthropy Divorce financial planning Business ownership considerations General estate planning guidance Wealth management Founder/Business Owner
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Jamie N

Series 66

Oshkosh, WI

Edward Jones

Retirement income strategy Liquidity event planning Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner Intergenerational Families
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