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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 21 financial advisors of 21 near 61418

Out of 400,000+ nationwide

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Jason S

CFP®, ChFC®, Series 66

Monmouth, IL

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations General retirement planning Wealth management Founder/Business Owner
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Courtney G

Series 66

Burlington, IA

Edward Jones

College savings (529s, UTMA, etc.) General retirement planning Wealth management
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Joel S

Series 63, Series 66

Burlington, IA

Edward Jones

Retirement income strategy Business ownership considerations Business exit / sale strategy Founder/Business Owner
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Ryan P

Series 66

Monmouth, IL

Edward Jones

Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Wealth management Founder/Business Owner

Lance B

CFP®

Burlington, IA

Clearwealth

ClearWealth was established by Lance Beckman CFP® in 2018. Lance has been in the financial services industry since 2013 and holds his Certified Financial Planning designation. Before starting ClearWealth, he was a Financial Advisor for one of the largest financial services companies in the country. ClearWealth is a Registered Investment Advisor (RIA) with the State of Iowa, meaning we have a fiduciary duty to our clients. More simply put, we have a legal obligation to act in the best interest of our clients. ClearWealth was started with the idea of creating a financial planning process that provides little conflict and big value. At ClearWealth, we believe building a comprehensive financial plan is the best way to have the most impact with the individuals, families, and businesses we work with.

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Ryan B

CFP®, Series 63

Burlington, IA

Clearwealth

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Adam C

Series 66

Monmouth, IL

Midwestern Securities Trading Company, LLC

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Michael S

Series 63, Series 66

Burlington, IA

BFC PLANNING, Inc.

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Curtis C

Series 63, Series 65

Burlington, IA

J. W. Cole Advisors, Inc.

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Eddie H

Series 63, Series 65

Burlington, IA

IPI Wealth Management, Inc.

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