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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 69 near 72032

Out of 400,000+ nationwide

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Aldo M

Series 66

Conway, AR

Merrill

Aldo Marsiglia is an International Wealth Advisor at Merrill Lynch Wealth Management in Miami. He has been with Merrill Lynch since 2005, overseeing portfolio strategies for ultra-high net worth families both in the United States and internationally. Aldo is also a co-founder of the SIGMA Group. He holds the Certified Investment Management Analyst (CIMA®) designation awarded by the Investments & Wealth Institute™ in conjunction with the University of Chicago Booth School of Business. Aldo earned a Bachelor's degree in Finance from the University of Florida. He is fluent in English, Italian, Spanish, and Portuguese.

Wealth management Private / alternative investments Charitable giving & philanthropy Multi-generational wealth transfer Cross-border / expatriate tax planning
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Chris M

Series 63, Series 66

Conway, AR

Edward Jones

Charitable giving & philanthropy Retirement income strategy Business ownership considerations Business exit / sale strategy Multi-generational wealth transfer Founder/Business Owner Intergenerational Families
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Jakob H

CFP®, Series 66

Conway, AR

Edward Jones

Retirement income strategy General retirement planning
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Stacey A

CFP®, Series 66

Conway, AR

Edward Jones

Divorce financial planning Business ownership considerations General estate planning guidance General retirement planning Wealth management Founder/Business Owner
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Jason B

Series 66

Conway, AR

Edward Jones

General estate planning guidance General retirement planning Wealth management
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Daniel S

Series 66

Conway, AR

Edward Jones

Business ownership considerations Business succession planning General estate planning guidance Retirement income strategy Military & Veterans Founder/Business Owner Intergenerational Families
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Samuel N

CFP®, Series 66

Conway, 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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Gregory O

Series 63, Series 65

Greenbrier, AR

Financial Professionals Incorporated

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Michael T

CFA®

Vilonia, AR

Eagle Valley Wealth Management

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Daniel A

Series 65

Conway, AR

Antoine Wealth Management

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