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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 131 near 83404

Out of 400,000+ nationwide

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Daniel G

CFP®

Idaho Falls, ID

Good Better Best Financial Planning LLC

In a world filled with endless financial choices, we guide you in distinguishing between what's merely good and what's genuinely the best for your family's future. Our approach is anchored in values-based planning, a strategy that goes beyond mere numbers to incorporate your core beliefs and life goals. This methodology ensures that your financial decisions not only bring stability but also resonate with what you hold dear. Why settle for good when you can aim for the best? Let's simplify the complexities and focus on what truly matters for your family's journey toward financial freedom and lasting prosperity.

Business ownership considerations Family Business Business succession planning Gen Y/Millennials (Born 1980-1995)
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Jillian B

Series 66

Idaho Falls, ID

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Business ownership considerations Government Employee Women Professionals Widow/Widower
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Todd C

Series 66

Idaho Falls, ID

Edward Jones

Retirement income strategy Charitable giving & philanthropy Multi-generational wealth transfer General retirement planning
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Lisa C

Series 66

Idaho Falls, ID

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning General estate planning guidance Wealth management Founder/Business Owner
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Trevor R

Series 66

Idaho Falls, ID

Edward Jones

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Wealth management Founder/Business Owner
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Cutler G

Series 66

Idaho Falls, ID

Edward Jones

Liquidity event planning Business ownership considerations Business exit / sale strategy General estate planning guidance Retirement income strategy Founder/Business Owner
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Kevin K

CFP®, Series 66

Idaho Falls, ID

Edward Jones

Retirement income strategy Charitable giving & philanthropy Multi-generational wealth transfer General estate planning guidance Wealth management
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Melissa D

Series 66

Idaho Falls, ID

Straight Line Investment Group, Llc

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Dirk M

Series 63, Series 66

Idaho Falls, ID

Sentinel Wealth Strategies

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Alan C

CFP®, Series 65

Idaho Falls, ID

Spinnaker Financial Advisors, LLC

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