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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 258 near 55904

Out of 400,000+ nationwide

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Jeremy B

Series 66

Rochester, MN

Edward Jones

Charitable giving & philanthropy College savings (529s, UTMA, etc.) General estate planning guidance
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Parker H

Series 66

Rochester, MN

Merrill

Parker Helder is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In this role, he works closely with clients to understand their financial priorities and develop tailored strategies to pursue their short-, mid-, and long-term goals. His services include guidance on general investing, retirement planning, and preparing for unexpected financial needs. He also facilitates access to Bank of America specialists covering banking, credit, home financing, and small business solutions. Parker holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of Saint Thomas. His approach emphasizes ongoing collaboration with clients to address their evolving financial concerns and objectives.

Wealth management General retirement planning
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Addison S

Series 66

Rochester, MN

Edward Jones

College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance Retirement income strategy Founder/Business Owner Women Professionals
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Jacob K

Series 66

Rochester, MN

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations ESG / Sustainable investing Founder/Business Owner
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Todd S

Series 66

Rochester, MN

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Wealth management Founder/Business Owner
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Brenden K

Series 66

Stewartville, MN

Edward Jones

Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Retirement income strategy General retirement planning Founder/Business Owner Doctor or Medical Professional
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Jennifer C

Series 66

Rochester, MN

Edward Jones

College savings (529s, UTMA, etc.) General estate planning guidance Wealth management General retirement planning
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Abigail H

Series 66

Rochester, MN

Edward Jones

College savings (529s, UTMA, etc.) ESG / Sustainable investing Doctor or Medical Professional Women Professionals Women's Finance Religious/faith focused Values-based investing
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Janet F

Series 63, Series 66

Rochester, MN

Merrill

Janet Flack is a Wealth Management Advisor with Merrill Lynch Wealth Management, where she has worked since 1984. In her role, she develops customized financial strategies that address clients' retirement and estate planning needs, and she oversees investment manager search and selection. Her client focus includes corporate executive services, executive compensation, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, women and wealth, individual and corporate investment strategy, tax minimization, and retirement income. Janet graduated Magna Cum Laude from Winona State University with a bachelor's degree in business administration and a minor in economics. She earned the Certified Investment Management Analyst® (CIMA®) designation in 2002 through the Investments & Wealth Institute in conjunction with The Wharton School, University of Pennsylvania. She also completed professional coursework in Foundations of Investment Management at the Stanford University Graduate School of Business in 2011. Janet holds the designations of Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA). Outside of her professional work, Janet enjoys cooking, golfing, reading, and traveling. She and her husband Rich support veterans’ causes including Tee It Up for the Troops, the Wounded Warrior Project, and the Tunnels to Towers Foundation, as well as breast cancer awareness through donations to the Join the Journey Organization.

Wealth management Retirement income strategy General retirement planning General estate planning guidance Women Professionals
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Clayton T

CFP®, Series 66

Rochester, MN

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Family Business Wealth management ESG / Sustainable investing Founder/Business Owner
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