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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 557 near 80132

Out of 400,000+ nationwide

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Linda L

CFP®, EA

Colorado Springs, CO

Peace of Mind Financial Planning, Inc

Peace of Mind Financial Planning takes a team approach. We believe that every client deserves a team of professionals working for them as they work to achieve their goals. Providing financial planning is much more than a career for Linda – it’s a lifelong mission. She believes that all individuals and families can feel in control of their finances and have money to help provide them the life they want. To have a more in-depth understanding of how people work through their financial concerns and to provide better support to her clients, Linda obtained a PhD in Personal Financial Planning. Because she believes that consumers all best served by a strong financial planning profession with rigorous standards, she has given her personal time and efforts to organizations that further the profession, having been appointed to the 2016-2017 Certified Financial Planning Board Commission on Standards and having served as Chair of the National Association of Personal Financial Advisors. Linda has three children and her hobbies include reading, hiking, and movies. (She also enjoys knitting, but we all agreed that’s too boring to put on the web site.)

General retirement planning Mid-Career Professionals Gen X (Born 1965-1980)
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Kristine Q

Series 66

Colorado Springs, CO

Edward Jones

Retirement income strategy Business ownership considerations Wealth management Founder/Business Owner Intergenerational Families
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Brandon W

CFP®, Series 66

Colorado Springs, CO

Edward Jones

Charitable giving & philanthropy Business ownership considerations Retirement income strategy Wealth management Founder/Business Owner
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Adam J

Series 66

Colorado Springs, CO

Edward Jones

Retirement income strategy College savings (529s, UTMA, etc.) Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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Gilad S

ChFC®, Series 66

Larkspur, CO

Edward Jones

College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Wealth management
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Kevin D

CFP®, Series 66

Colorado Springs, CO

Edward Jones

General estate planning guidance Multi-generational wealth transfer Retirement income strategy General retirement planning Wealth management Military & Veterans
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Brad L

CFP®, Series 63, Series 65

Monument, CO

Edward Jones

Charitable giving & philanthropy Business ownership considerations Retirement income strategy Multi-generational wealth transfer Military & Veterans Founder/Business Owner Religious/faith focused Intergenerational Families
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Erik D

CFP®, Series 66

Woodland Park, CO

Edward Jones

Retirement income strategy General retirement planning Wealth management Business exit / sale strategy General estate planning guidance
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Ryan P

Series 66

Colorado Springs, CO

Edward Jones

Retirement income strategy General retirement planning Wealth management Business ownership considerations Military & Veterans Founder/Business Owner
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Aaron Z

CFP®, Series 63, Series 65

Colorado Springs, CO

Edward Jones

Business ownership considerations Wealth management Technology Professional Doctor or Medical Professional Educators, Teachers, and Academics
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