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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 728 near 60544

Out of 400,000+ nationwide

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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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Thomas C

Series 63, Series 66

Lockport, IL

Edward Jones

Retirement income strategy Retirement withdrawal strategies College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance Founder/Business Owner
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Edward D

Series 63, Series 66

Joliet, IL

Edward Jones

Retirement income strategy General retirement planning Charitable giving & philanthropy General estate planning guidance Multi-generational wealth transfer
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Tonya A

Series 66

Lemont, IL

Edward Jones

College savings (529s, UTMA, etc.) General estate planning guidance Wealth management General retirement planning Women Professionals
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Denise P

Series 63, Series 65

Lisle, IL

Edward Jones

Retirement income strategy General retirement planning Wealth management
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Jennifer W

CFP®, Series 63, Series 66

Downers Grove, IL

Edward Jones

Divorce financial planning Business ownership considerations Business exit / sale strategy General retirement planning Founder/Business Owner Divorced Intergenerational Families
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Mary Kay H

CFP®, ChFC®, Series 66

Plainfield, IL

Edward Jones

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Retirement income strategy General retirement planning Intergenerational Families
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Michael P

CFP®, Series 66

Naperville, IL

Edward Jones

Retirement income strategy Liquidity event planning Business exit / sale strategy General estate planning guidance
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John H

CFP®, Series 66

Aurora, IL

Edward Jones

College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy General retirement planning
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Michael F

Series 66

Naperville, IL

Edward Jones

College savings (529s, UTMA, etc.) Business ownership considerations Founder/Business Owner Hispanic/Latino/Latinx LGBTQIA
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