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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

Advisors near 73036

Out of 400,000+ nationwide

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Jordan B

Series 65

Yukon, OK

Ball Investments Corporation

Active portfolio management Options & derivatives strategies
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Lawrence R

Series 63, Series 65

Yukon, OK

OFG Financial Services, Inc.

General retirement planning General tax planning Wealth management Retirement plans for business owners (SEP, solo 401k)
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Alexander F

Series 66

Oklahoma City, OK

First Command Advisory Services

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retired Mid-Career Professionals
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Melissa L

Series 63, Series 65

Yukon, OK

Avantax Planning Partners, Inc.

Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Founder/Business Owner Retired
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Margaret A

Series 66

El Reno, OK

Wells Fargo Clearing

Retired Founder/Business Owner
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Angelique M

Series 66

Yukon, OK

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy General estate planning guidance General retirement planning Wealth management
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Michael F

CFP®, Series 66

Yukon, OK

LPL Financial

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Ryan O

CFP®, Series 66

Nichols Hills, OK

Fidelity

Ryan OMalley is a Financial Consultant currently working at Fidelity Investments since 2021. In this role, he collaborates with clients to build and manage their wealth by developing personalized financial plans that address both short-term and long-term goals. He emphasizes understanding clients personally and financially to tailor strategies that can be updated throughout their financial journey. Before joining Fidelity Investments, Ryan gained experience as a Financial Solutions Advisor at Merrill from 2017 to 2021 and as a Financial Advisor at Edward Jones from 2016 to 2017. He also worked as a Customer Service Representative at CitiBank from 2010 to 2012.

Wealth management
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Christopher M

Series 63, Series 66

Yukon, OK

J.P. Morgan Securities

Wealth management Executive Founder/Business Owner
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Jordan F

Series 66

Piedmont, OK

Raymond James Financial

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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