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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

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John O

Series 63

Nederland, CO

Bright Future Advisors

Active portfolio management Wealth management
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Mark G

Series 63, Series 65

Nederland, CO

Gulfstream Capital

Private / alternative investments Real estate investing Active portfolio management Wealth management
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Amy H

CFP®, Series 66

Fraser, CO

Equita Financial Network, Inc.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) Founder/Business Owner
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Conner H

Series 63, Series 65

Fraser, CO

Osaic Advisory Services, LLC

Annuities
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Joseph R

Series 63, Series 66

Fraser, CO

Osaic Advisory Services, LLC

Annuities
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Ryan W

Series 66

Fraser, CO

Osaic Advisory Services, LLC

Annuities
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Randolph D

Series 63, Series 65

Idaho Springs, CO

Sound Income Strategies, LLC

Income planning Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Peter F

Series 63, Series 65

Black Hawk, CO

Concorde Asset Management, LLC

Retirement income strategy Wealth management Active portfolio management Tax-loss harvesting Business ownership considerations Founder/Business Owner Executive Retired
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Christine R

Series 66

Winter Park, CO

Commonwealth Financial Network

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Kelly F

Series 63, Series 66

Tabernash, CO

Fidelity

Kelly Fraser is the Vice President and Executive Planning Consultant at Fidelity Investments, a position held since 2021. In this role, Kelly partners with clients to promote personal and financial well-being by aligning and utilizing relevant corporate benefits and collaborative wealth planning. Leveraging Fidelity's extensive resources, Kelly works to simplify complex financial matters and create customized plans tailored to clients' priorities. Prior to joining Fidelity Investments, Kelly served as a Senior Wealth Management Advisor at Wambolt & Associates from 2019 to 2021. Kelly has extensive experience in financial services, having worked as a Senior Learning Manager at Charles Schwab & Co, Inc. from 2017 to 2019, and as a Private Client Advisor with Schwab Private Client Registered Investment Advisor from 2005 to 2017. Kelly holds a California Insurance License. Outside of professional commitments, Kelly enjoys fishing, hiking, music, reading, and skiing.

Exec comp design Liquidity event planning Startup equity planning Retirement income strategy General retirement planning Executive
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