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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 337 near 80534

Out of 400,000+ nationwide

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Sarah G

CFP®

Longmont, CO

Momentum Financial Planning LLC

Momentum's innovative "Money & Marriage" program aims to help committed couples work through the challenges and financial planning opportunities that come with combining (or not combining) finances as they choose to get married. In addition, Momentum provides project and ongoing financial planning to engaged/newlywed couples, young families, and individuals to help them make the most of their money. Whether it's deciphering your stock compensation, deciding what to do with your new paycheck, determining how to invest your 401(k), deciding to pay down student loans or contribute to a Roth IRA, Momentum will show you how to navigate the personal financial world. I'll help you get started on the right financial track for your future financial success. Building your financial foundation shouldn't be so hard, and I'm here to help change that. Let's work to build your financial confidence and execute your plan together. After work, I'll be running, reading, or playing with my daughters. Or possibly nerding out on biochemistry too :)

Newlywed/Engaged Young Professionals Gen Y/Millennials (Born 1980-1995)
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Zachary R

Series 66

Loveland, CO

Edward Jones

College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning General estate planning guidance Wealth management
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Robert F

Series 66

Loveland, CO

Edward Jones

Retirement income strategy Wealth management Business ownership considerations Military & Veterans Government Employee Engineering Professional Founder/Business Owner
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Hunter B

Series 66

Loveland, CO

Fidelity

Hunter Bacon is an Investment Consultant at Fidelity Investments, a position he has held since 2025. Prior to this role, he worked as a Planning Consultant at Fidelity Investments in 2025 and as a Workplace Planning Consultant at the same firm from 2023 to 2025. Hunter began his professional career as a Wealth Management Analyst at Morgan Stanley from 2022 to 2023. His approach to financial advising emphasizes building trust through transparency, active listening, and personalized guidance. Hunter focuses on understanding each client's unique goals to develop clear and adaptable investment strategies, aiming to simplify complex decisions and foster long-term client relationships with Fidelity. He is committed to empowering clients with confidence in their financial future. Outside of his professional work, Hunter enjoys camping, exploring various foods as a foodie, watching football and movies, and engaging in outdoor adventures.

Wealth management Active portfolio management
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Hampton K

Series 63, Series 66

Fort Collins, CO

Fidelity

Hampton Kelsch is a Planning Consultant at Fidelity Investments, where he currently assists clients in developing financial plans tailored to their individual goals. He has been with Fidelity Investments since 2021, progressing through roles including Client Relationship Advocate, Premium Service Associate, and Financial Representative before assuming his current position in 2024. Throughout his tenure at Fidelity Investments, Hampton has gained experience in client relationship management and financial planning. He focuses on helping clients build strong financial plans to support their personal objectives. Outside of his professional work, Hampton enjoys activities such as board games, family activities, social events with friends, movies, reading, and traveling.

General retirement planning Income planning Cash flow / budgeting
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Kim L

Series 63, Series 66

Greeley, CO

Edward Jones

Charitable giving & philanthropy Retirement income strategy General retirement planning Wealth management
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Bobby G

CFP®, Series 63, Series 65

Greeley, CO

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Multi-generational wealth transfer Military & Veterans Founder/Business Owner
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Bill H

Series 63, Series 66

Loveland, CO

Edward Jones

Charitable giving & philanthropy Business ownership considerations Retirement income strategy Wealth management Founder/Business Owner
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Lisa G

Series 66

Johnstown, CO

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy General estate planning guidance Wealth management Passive / index investing
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Sarah D

Series 63, Series 65

Firestone, CO

Edward Jones

Military & Veterans Financial Professional Doctor or Medical Professional
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