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Aaron K

CFP®

Calabasas, CA

Greenup Street Wealth Management LLC

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 278 near 80107

Out of 400,000+ nationwide

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Brett P

CFP®, EA

Parker, CO

Eight Peaks Wealth Management

EIGHT PEAKS Wealth Management is a Fee-Only Financial Planning practice based in Parker, Colorado serving individuals, families and business owners across the United States. Founded by Brett R. Polzin, CFP®, a US Air Force Veteran, EIGHT PEAKS is a HERO-FRIENDLY advisory. We especially enjoy working with Military Veterans, Health Care Workers, and Educators who feel like they have been neglected by the larger investment firms. Through the holistic and collaborative EIGHT PEAKS approach, we create comprehensive financial plans and investment strategies for people who just want help without feeling pressured. We strive to meet you where you are, on your schedule and to simply be there for support when you need it.

Military & Veterans Educators, Teachers, and Academics Gen X (Born 1965-1980)
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Benjamin H

Series 66

Castle Rock, CO

Edward Jones

General retirement planning Wealth management
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Angel K

ChFC®, Series 66

Castle Rock, CO

Edward Jones

College savings (529s, UTMA, etc.) General estate planning guidance Multi-generational wealth transfer Retirement income strategy General retirement planning
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Robert R

CFP®, Series 66

Elizabeth, CO

Edward Jones

Retirement income strategy General retirement planning Business exit / sale strategy Business succession planning General estate planning guidance Military & Veterans
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Tyler R

Series 66

Castle Rock, CO

Edward Jones

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Britton A

CFP®, ChFC®, Series 66

Castle Rock, CO

Edward Jones

Charitable giving & philanthropy Divorce financial planning Equity Recipients (RS/RSU, SOP, ESPP) Retirement income strategy Wealth management
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Paul D

Series 63, Series 66

Castle Rock, CO

Edward Jones

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General retirement planning
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Robyn G

CFP®, ChFC®, Series 66

Parker, CO

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Stock option exercise strategy Retirement income strategy Inheritance planning Military & Veterans Widow/Widower
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Eric S

CFP®, Series 63, Series 66

Parker, CO

Edward Jones

Retirement income strategy Early retirement planning Wealth management ESG / Sustainable investing
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Jonathan R

Series 66

Parker, CO

Edward Jones

Retirement income strategy General estate planning guidance Wealth management
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