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Aaron K

CFP®

Overland Park, KS

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 71 near 66092

Out of 400,000+ nationwide

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Curtis L

Series 63, Series 66

Paola, KS

Edward Jones

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance Multi-generational wealth transfer Wealth management
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Peter C

Series 66

Gardner, KS

Edward Jones

Retirement income strategy Equity Recipients (RS/RSU, SOP, ESPP) Charitable giving & philanthropy General estate planning guidance Wealth management
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Monty C

CFP®, Series 66

Paola, KS

Edward Jones

Retirement income strategy General retirement planning Business exit / sale strategy Business succession planning General estate planning guidance
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Chad B

Series 63, Series 66

Olathe, KS

Fidelity

Chad Burt serves as Vice President Private Wealth Management Advisor at Fidelity Investments, where he has been employed since 2000. He has held various roles within the company, including Wealth Management Advisor since 2016, Vice President Financial Planning Consultant from 2007 to 2016, and Financial Planning Consultant from 2000 to 2007. Prior to joining Fidelity Investments, he worked as an Investment Representative at American Century from 1997 to 2000. In his role as a Wealth Management Advisor, Chad Burt assists families in developing comprehensive and personalized wealth plans aimed at the growth, preservation, and transfer of their wealth across generations. He holds an insurance license in Arkansas. Outside of his professional responsibilities, Chad Burt coaches baseball and softball teams for his three children and spends time with his family both locally and on their farm. His personal interests include baseball, football, softball, outdoor adventures, family activities, and social events with friends.

Wealth management Multi-generational wealth transfer General estate planning guidance Parents
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Jacob B

Series 66

Ottawa, KS

Edward Jones

College savings (529s, UTMA, etc.) Retirement income strategy Wealth management
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Connie L

Series 66

Olathe, KS

Edward Jones

Divorce financial planning Retirement income strategy General retirement planning Doctor or Medical Professional
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Amy P

CFP®, Series 66

Olathe, KS

Edward Jones

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

Series 66

Gardner, KS

Edward Jones

College savings (529s, UTMA, etc.) Business ownership considerations Retirement income strategy General retirement planning General estate planning guidance Founder/Business Owner
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Eric A

Series 66

Olathe, KS

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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Jennifer H

Series 66

Baldwin City, KS

Edward Jones

Charitable giving & philanthropy Multi-generational wealth transfer Retirement income strategy Wealth management General estate planning guidance Government Employee
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