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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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Out of 400,000+ nationwide

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Sloane O

Series 65

Provo, UT

Ethical Capital

ESG / Sustainable investing Active portfolio management
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Carson S

Series 65

Lehi, UT

C.S Wealth LLC

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Founder/Business Owner
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Matthew S

CFP®, Series 63, Series 65

Mapleton, UT

Summit Ridge Advisors

Annuities ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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Tylan F

Series 63, Series 66

Lehi, UT

Fletcher Capital Management

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Cash flow / budgeting Charitable giving tax strategies Founder/Business Owner
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Seth S

CFP®, Series 65, Series 66

American Fork, UT

Strive Investment Management, LLC

Cash flow / budgeting Debt management General retirement planning Retirement withdrawal strategies
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Tanner W

Series 66

Mapleton, UT

Albility Planning

Planning for children with special needs General retirement planning Cash flow / budgeting Income planning
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John T

Series 65

American Fork, UT

Fortis Wealth Management, LLC

Passive / index investing
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Marcus B

CFP®, ChFC®, Series 63, Series 66

Pleasant Grove, UT

Focal Point Financial Planning, LLC

Business ownership considerations Retirement income strategy Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance Founder/Business Owner
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Joseph L

CFP®

Provo, UT

Joseph M. Larsen, C.P.A., P.C.

General retirement planning College savings (529s, UTMA, etc.)
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Blake J

CFP®, Series 63, Series 65

Springville, UT

Pomegranate Financial LLC

Pomegranate Financial helps Working Families conquer their debt without cashing out their 401(k)/IRA. Through custom financial strategies we help lower interest on your debt, pay less in taxes, automate your investments, and get excited about your financial future. Our services can fit any budget whether it is our Membership option as low as $100/month to our Premier Planning at $250/month (for 12 Months). Our planning is focused on helping save you money. Schedule a free meeting today. Whether in-person or virtually we will talk to see if it makes sense to work together. Following the meeting we send a summary email detailing how we can be of value to you and your financial life. Want to better understand what types of strategies and questions we help with? Take a glance at our Pomegranate Planning at our website: www.pomegranatefinancial.com Thinking about cashing out your 401(k)/IRA? Get your free e-book at www.pomegranatefinancial.com

Debt management General tax planning Gen X (Born 1965-1980)
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