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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

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Maggie B

CFP®, CPA, RICP®

Naperville, IL

NexJenn Financial Services

I believe that everyone should have access to a professional advisor who understands their needs and can help them achieve the lifestyle they desire. As a financial advisor, I am dedicated to learning about your personal goals and using them to build a retirement plan tailored to your unique situation. NexJenn Financial Services was founded in response to the demand for financial planning from my tax clients. Often squeezed between spending for their kids’ education, caring for an elderly relative and saving for their own retirement, many were anxious about their financial future. I have enjoyed helping my clients find a balance and focus on building a strong financial future. I am a CPA® and CERTIFIED FINANCIAL PLANNER Professional®, as well as a Retirement Income Certified Professional®. Additionally, I am a member of the National Association of Personal Financial Advisors and the XY Planning Network. In my spare time, my husband and I volunteer at a homeless shelter. I also love to bike and travel and am an aspiring photographer. I have been married for 30 years and together with my awesome husband, we’ve raised three awesome kids.

General retirement planning Elder care planning Sandwich Generation Gen X (Born 1965-1980)
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Jeffrey D

CFP®

Glen Ellyn, IL

4D Financial Advisors, LLC

Social Security optimization General tax planning Tax-loss harvesting
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Michael L

CFP®

Wheaton, IL

Lamke Financial LLC

General retirement planning General tax planning Passive / index investing Real estate investing
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Joseph M

CFP®

Naperville, IL

Heritage Drive Wealth Management LLC

General retirement planning Cash flow / budgeting
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Richard P

CFP®, Series 63, Series 65

Naperville, IL

Patap Financial Services

General retirement planning General tax planning Cash flow / budgeting Retirement income strategy
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Christopher J

CFP®, Series 66

Glen Ellyn, IL

Azalea Wealth Management LLC

Options & derivatives strategies
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Shawn R

CFP®, Series 66

Glen Ellyn, IL

SMR Strategic Investments, LLC

Options & derivatives strategies
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Thomas K

CFP®, Series 63, Series 66

Glen Ellyn, IL

Cedar Capital, LLC

Active portfolio management Passive / index investing
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John B

Series 65

Naperville, IL

Bishop Financial Services LLC

Active portfolio management
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Erik B

Series 66

Warrenville, IL

Retirement Portfolio Partners

Passive / index investing Tax-loss harvesting Social Security optimization Equity compensation tax strategy
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