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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 35 near 98365

Out of 400,000+ nationwide

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Michelle P

Series 66

Freeland, WA

Edward Jones

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Family Business Multi-generational wealth transfer ESG / Sustainable investing Founder/Business Owner Intergenerational Families
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William N

Series 63, Series 65

Greenbank, WA

Merrill

William Norris is a Senior Financial Advisor at Merrill Lynch Wealth Management. In this role, he employs a goal-based wealth management approach to help clients achieve alignment with their financial objectives. He utilizes Merrill’s platform and resources to provide tailored strategies suited to clients’ unique circumstances. Mr. Norris has expertise in areas including estate planning services, investments, tax minimization strategies, wealth transfer, retirement income, and retirement benefits consulting. He holds professional designations as a Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He is also registered with the Nationwide Mortgage Licensing System (NMLS) and licensed with the State of Georgia Department of Insurance. He earned both a bachelor’s degree and a master’s degree in accounting from the University of Florida. Beyond his advisory duties, Mr. Norris spends time working with companies to implement and manage their retirement benefits. He and his wife, Amy, live in Marietta, Georgia, and volunteer as scuba divers at the Georgia Aquarium.

Wealth management Retirement income strategy Income planning General estate planning guidance General tax planning
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Richard S

CFP®, Series 66

Port Ludlow, WA

Edward Jones

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance
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Amanda S

Series 66

Port Hadlock, WA

Edward Jones

Charitable giving tax strategies Charitable giving & philanthropy Women Professionals
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Tyler J

CFP®, Series 66

Port Hadlock, WA

Edward Jones

Retirement income strategy General retirement planning Wealth management General estate planning guidance Multi-generational wealth transfer Educators, Teachers, and Academics Financial Professional
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Stephen S

CFP®, Series 66

Port Townsend, WA

Edward Jones

Charitable giving & philanthropy Retirement income strategy ESG / Sustainable investing Wealth management LGBTQIA
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Kristi P

Series 66

Freeland, WA

Edward Jones

Retirement income strategy General retirement planning Multi-generational wealth transfer General estate planning guidance Intergenerational Families
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Kyle L

Series 66

Seattle, WA

Smartharvest Portfolios

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Michael C

CFP®, Series 63, Series 65

Freeland, WA

Money Concepts Capital Corp

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Randall R

CFP®, Series 66

Greenbank, WA

Equitable Advisors

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