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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 80918

Out of 400,000+ nationwide

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Terry T

Series 65

Colorado Springs, CO

Replica Wealth Advisors Inc

Income planning Social Security optimization Roth conversion strategy Retirement income strategy General tax planning
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Douglas H

CFP®, Series 63, Series 65

Colorado Springs, CO

First Light Financial

Passive / index investing
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Daniel K

Series 63, Series 65, Series 66

Colorado Springs, CO

Cobalt Private Wealth LLC

Options & derivatives strategies Real estate investing Private / alternative investments
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Daniel H

ChFC®, Series 65

Colorado Springs, CO

Cornerstone Financial Planning

Real estate investing Retirement income strategy Social Security optimization Tax strategies for small businesses Founder/Business Owner Self-Employed Mid-Career Professionals Approaching retirement Retired
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Daniel S

Series 65

Colorado Springs, CO

Sparks Capital Management

Concentrated stock management
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Richard P

Series 65

Colorado Springs, CO

Prosper Financial

General retirement planning Life insurance needs analysis Disability insurance Active portfolio management Real estate investing
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Erik B

CFP®, Series 65

Colorado Springs, CO

Baskin Financial Planning

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Founder/Business Owner Executive Approaching retirement Mid-Career Professionals
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Jim H

CFP®

Colorado Springs, CO

Integrity First Financial Planning LLC

Why I established Integrity First Financial Planning: • To guide clients’ success in achieving financial and life goals • To deliver qualified advice for a cost-effective fee • To advance my clients’ best interest as a fiduciary • To provide peace of mind through education and compassionate counsel Who I am: • Built career based on integrity and professionalism • Democrat committed to progressive values of social and economic justice and grounded by faith • Passion for helping people grow financial resources for the betterment of their lives and the greater good • Volunteer Wings for Widows - financial counseling for newly widowed men and women Qualifications: • CFP® since 1998 and CPA 1985-2025 • Worked for two Registered Investment Advisors – 9 years • Responsible for $20 million portfolios growing to over $60 million in 17 years as CFO for USA Swimming • Successful track record growing portfolios for trusted family, friends, and colleagues

General retirement planning Retirement income strategy Wealth management Widow/Widower Baby Boomers (Born 1946-1964)
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Michael Z

Series 63

Colorado Springs, CO

Zales Investment Management, Inc

Active portfolio management
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Jonathan S

Series 66

Colorado Springs, CO

Coah Financial

Business ownership considerations Tax strategies for small businesses Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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