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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 44 near 55066

Out of 400,000+ nationwide

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Janice F

CFP®

Welch, MN

Couloir Wealth Advisors, Inc.

At Couloir Wealth, we work with veterinarians who want less stress and more clarity around their finances. Whether you’re dealing with burnout, business decisions, or just trying to make space for life outside the clinic, we’re here to help you feel more in control. Our founder lives on a working ranch of cattle and horses, and has spent a lifetime surrounded by animals—and great respect for the people who care for them—this is at the heart of everything we do. That connection is what drives our mission: to support your financial wellbeing with the same compassion you bring to your work every day. With decades of financial and investment experience and a fee-only, fiduciary approach, we’ll help you build a financial life that feels stable, supported, and aligned with your values. We’re based in Minnesota, but we meet with veterinarians all over the country—virtually, wherever you are. Let’s talk about what matters to you. Schedule a Discovery Call today.

Veterinarian Women Professionals
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Steven L

CFP®, Series 66

Lake City, MN

Edward Jones

General estate planning guidance Wealth management General retirement planning
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John L

Series 63

Lake City, MN

Edward Jones

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Benjamin W

CFP®, Series 66

Red Wing, MN

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Wealth management Founder/Business Owner
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Paul R

Series 63

Red Wing, MN

Edward Jones

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Jason R

Series 66

Red Wing, MN

Edward Jones

College savings (529s, UTMA, etc.) Business ownership considerations Retirement income strategy Early retirement planning Founder/Business Owner
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Michael H

Series 66

Red Wing, MN

Edward Jones

Charitable giving & philanthropy College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy General retirement planning
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Conor S

CFP®, Series 66

Red Wing, MN

Edward Jones

Retirement income strategy General retirement planning Wealth management General estate planning guidance
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Abra H

CFP®, Series 63

Red Wing, MN

Edward Jones

Retirement income strategy General estate planning guidance Multi-generational wealth transfer Charitable giving & philanthropy LGBTQIA
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Colin S

CFP®, Series 66

Red Wing, MN

Edward Jones

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Equity Recipients (RS/RSU, SOP, ESPP) General estate planning guidance Retirement income strategy
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