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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 946 near 83709

Out of 400,000+ nationwide

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Ron S

CFP®, RICP®

Meridian, ID

Retire Sensibly LLC

Welcome! I’m Ron Strobel, CFP®, founder of Retire Sensibly LLC. I began my career working as a financial advisor for several large wealth management firms. The focus on commissions, hidden fees, and other unethical behavior left me dismayed and looking for a better alternative. I quit my job shortly after earning my CERTIFIED FINANCIAL PLANNER™ designation and launched Retire Sensibly LLC. I help my clients: 1. Organize their finances 2. Invest intelligently 3. Feel more confident about their retirement plan I serve clients in Boise, Meridian, Caldwell, Nampa, and the surrounding areas. I offer a no-cost, no-obligation introductory appointment that begins with a 15-minute phone call followed by an in-person meeting in which we focus on establishing your family’s goals, values, and attitude toward investing. In my personal life, I enjoy working on home improvement projects, fishing from my kayak, and exploring Idaho’s outdoors.

General retirement planning General tax planning Widow/Widower Baby Boomers (Born 1946-1964)
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Francois B

CFP®, Series 66

Boise, ID

Investor FAN

Retirement income strategy General retirement planning Wealth management
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Ashley W

Series 63, Series 66

Boise, ID

Fidelity

Ashley Ward is a Planning Consultant at Fidelity Investments, a position held since 2021. She has over a decade of experience in the financial industry, focusing on educating and engaging high-net-worth clients to develop financial plans tailored to their specific needs and goals. Ashley's role involves providing clients with information, resources, and investment guidance to support critical decisions regarding their investment portfolios and retirement plans. Her tenure at Fidelity Investments includes roles as a Relationship Manager from 2016 to 2021, a High Net Worth Service Associate in 2016, and a Full Trader from 2015 to 2016. Ashley holds insurance licenses in Arkansas and California, which support her professional qualifications. Outside of her professional life, Ashley has interests in camping, museums, painting, parenthood, reading, and traveling.

Wealth management Retirement income strategy General retirement planning Income planning
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Cole R

Series 63, Series 66

Boise, ID

Fidelity

Cole Rumrill is a Financial Consultant at Fidelity. In this role, he focuses on understanding clients' goals and collaborating with them to utilize Fidelity's tools to pursue those objectives. He has held various positions at Fidelity, including Investment Consultant in 2025, Relationship Manager from 2024 to 2025, and Financial Representative from 2023 to 2024. Cole holds a California Insurance License. Outside of his professional work, Cole's personal interests include comedy, fitness, football, outdoor adventures, reading, and snowboarding.

Financial Professional
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Roman J

Series 63, Series 66

Eagle, ID

Fidelity

Roman Jones is Vice President and Branch Leader at Fidelity Investments, where he has been serving since 2004. He has held the position of Branch Office Manager since 2008 and has been involved in managing client planning needs in the Treasure Valley area. With extensive experience in branch management and client services, Roman has been involved in overseeing office operations and assisting clients with their financial planning. His tenure at Fidelity Investments spans over a decade, reflecting his commitment to the firm and its clients. Roman expresses gratitude for living and working in the Treasure Valley and focuses on supporting clients with their planning requirements. No additional information on education, credentials, or personal interests was provided.

Wealth management
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Grant G

CFP®, Series 66

Eagle, ID

Edward Jones

Divorce financial planning Business ownership considerations Retirement income strategy General retirement planning Wealth management Founder/Business Owner
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Steven C

CFP®, Series 66

Boise, ID

Edward Jones

Retirement income strategy Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Founder/Business Owner Intergenerational Families
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Kori A

Series 66

Meridian, ID

Edward Jones

Multi-generational wealth transfer Wealth management General retirement planning Retirement income strategy Doctor or Medical Professional Newlywed/Engaged Young Professionals
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Kyle F

Series 66

Eagle, ID

Edward Jones

Multi-generational wealth transfer General estate planning guidance Military & Veterans Attorney Executive
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Ryan M

Series 66

Boise, ID

Edward Jones

Retirement income strategy General retirement planning Wealth management
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