Direct booking

firm logo

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

Advisors near 66109

Out of 400,000+ nationwide

user avatar
firm logo

John C

CFP®, Series 63, Series 65

Lenexa, KS

Chladek Wealth Management, LLC

General retirement planning Charitable giving tax strategies Cash flow / budgeting Debt management
user avatar

Mark N

Series 63, Series 65

Overland Park, KS

Nasche Asset Management LLC

Active portfolio management Options & derivatives strategies
user avatar
firm logo

Kenneth G

CFP®, Series 63, Series 65

Overland Park, KS

Sound Investments Inc.

Wealth management Passive / index investing Tax-loss harvesting
user avatar

James B

Series 63, Series 66

Kansas City, MO

Grand Street Advisors, LLC

Wealth management Retirement plans for business owners (SEP, solo 401k)
firm logo

Kyle H

CFP®

Kansas City, MO

Hill-Top Financial Planning, LLC

Growing up I had always dreamed of owning my own business. I was first inspired by my grandparents who owned an insurance business in a small Kansas town. I grew up in Manhattan, Kansas and attended Kansas State University where I studied Business Administration and Leadership Studies. Upon graduation, I moved to Kansas City and married my college sweetheart. I decided to enter the banking industry because I wanted to help people achieve financial life milestones. The bank I worked at was located in a disadvantaged neighborhood with high rates of poverty. It was this job that reinforced lessons I had been taught early in life on empathy, compassion, and the importance of financial independence. After gaining new perspectives in banking, I joined a wealth management firm where I spent six years in the investment world. It was at this time that my wife and I went through Dave Ramsey’s Financial Peace University, a class that forever changed my perspective on personal finance and altered my life trajectory. I went on to earn a Master of Science in Finance and the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification. When completing my studies I remember thinking to myself, “Why isn’t anyone working with my generation?”. I was routinely told that it could not be done because young people lacked the amount of investable assets needed to be desirable clients. In other words, most financial advisors considered working with young people a waste of their time. This narrative continued to weigh on my mind until I discovered XY Planning Network (XYPN), a network for financial planners catering to younger clients in an objective, fee-only capacity. I have since become a member of XYPN to define my vision of helping younger generations develop a plan to succeed financially so that they may live a great life and do good in the world. Monthly Fee Starting @: $109/mo (Singles) & $159/mo (Couples) Quarterly Fee Starting @: $327/qt (Singles) & $477/qt (Couples) Flat Fee: $600+/One Time Engagement AUM: 0.50% ($300 min/annual) I continue to call Kansas City home with my wife, our two young sons, and our dog Charlie. When I am not drawing up financial plans for clients, I enjoy coaching my sons in sports (baseball), cheering on the K-State Wildcats, the Kansas City Royals, and the Kansas City Chiefs, and participating in my fantasy football leagues (This year is the year baby!).

Cash flow / budgeting College savings (529s, UTMA, etc.) General retirement planning Married/Couples/Partners Parents Young Professionals Gen Y/Millennials (Born 1980-1995)
user avatar
firm logo

Andrew F

CFP®, Series 63, Series 66

North Kansas City, MO

Flattery Wealth Management LLC

Debt management Cash flow / budgeting College savings (529s, UTMA, etc.)
user avatar
firm logo

Jay H

Series 65

Prairie Village, KS

Financial Management Consultants LLC

Income planning General estate planning guidance Cash flow / budgeting Equity Recipients (RS/RSU, SOP, ESPP)
user avatar
firm logo

Tyler L

Series 65

Kansas City, MO

Tandem Financial Guidance, LLC

General retirement planning Income planning College savings (529s, UTMA, etc.) Tax strategies for small businesses Business exit / sale strategy
user avatar
firm logo

James K

CFP®, Series 63, Series 65

Praire Village, KS

Pioneer Financial Advisors

Business succession planning Wealth management Retired Founder/Business Owner Executive
user avatar
firm logo

Tressa W

Series 65

Merriam, KS

Retirement Planning Specialists - Midwest, LLC

General retirement planning Income planning General tax planning
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")

We found advisors who
match your criteria

Add your contact info to see them and get help making the right introduction.

We'll only reach out about your advisor search.

No spam.