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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 30 financial advisors of 96 near 71901

Out of 400,000+ nationwide

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Gerald B

Series 66

Malvern, AR

Edward Jones

Retirement income strategy General retirement planning Wealth management
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Mark S

Series 66

Glenwood, AR

Merrill

Mark Seitzer serves as an Associate Resident Director at Merrill Resident Director. With 21 years of experience at Merrill, including 12 years as a Senior Financial Advisor, he specializes in legacy planning, portfolio management services, and retirement income. Mark emphasizes a disciplined, long-term investment approach grounded in asset allocation, diversification, and rebalancing. He prioritizes understanding clients' financial goals to deliver personalized service and trusted advisory relationships. Mark holds a Bachelor's Degree from Henderson State University and an Associate's Degree from NPCC. He has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Based in Glenwood, AR, Mark resides with his wife, Christy, and their family. Outside of his professional role, he enjoys golfing, traveling, and spending time with his family.

Retirement income strategy Wealth management General estate planning guidance
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Thomas W

Series 66

Hot Springs, AR

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Wealth management Founder/Business Owner
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James B

CFP®, Series 66

Hot Springs Village, AR

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Wealth management Military & Veterans Founder/Business Owner
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Heather S

Series 66

Malvern, AR

Edward Jones

Charitable giving & philanthropy Business ownership considerations General estate planning guidance General retirement planning Wealth management Founder/Business Owner
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Scott H

Series 66

Malvern, AR

Edward Jones

Retirement income strategy General retirement planning Wealth management Military & Veterans
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Mitchell L

Series 66

Hot Springs, AR

Merrill

Mitchell Lowe is a Financial Solutions Advisor (FSA) at Merrill Lynch Wealth Management. In his role, he works directly with clients to define their financial goals and develop portfolio strategies tailored to meet those objectives. Mitchell provides ongoing advice and adjusts clients' portfolios to align with evolving personal and financial circumstances. His expertise lies in helping individuals navigate the complexities of managing multiple financial priorities, including saving for college, purchasing a home, caring for elderly parents, and planning for healthcare needs. As a Personal Investment Advisor (PIA), Mitchell brings a client-focused approach that emphasizes connecting all aspects of a client’s financial life to prioritize and pursue the goals most important to them. Mitchell holds a Bachelor's Degree from Southern Arkansas University.

College savings (529s, UTMA, etc.) Elder care planning Caring for aging parents General retirement planning Wealth management
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Noah L

Series 66

Malvern, AR

Edward Jones

General retirement planning Founder/Business Owner Educators, Teachers, and Academics
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Jesse B

Series 66

Hot Springs, AR

Edward Jones

College savings (529s, UTMA, etc.) Business ownership considerations Founder/Business Owner
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Gabriel F

CFP®, Series 66

Hot Springs, AR

Edward Jones

Retirement income strategy Wealth management ESG / Sustainable investing Business ownership considerations General estate planning guidance Founder/Business Owner
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