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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

Top 30 financial advisors of 33 near 99701

Out of 400,000+ nationwide

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Greta M

CFP®

Fairbanks, AK

Frontier Financial Planning

Are you living your best version of financial freedom and are you on the path to financial independence? In Alaska, achieving financial freedom carries a unique significance. From managing heating oil and travel expenses to navigating seasonal challenges, we understand the distinct needs and benefits that define life in the Last Frontier. We specialize in working with Alaska professionals who rely on the state’s PERS and TRS retirement systems, including employees of the State of Alaska, the University of Alaska, and various municipalities and school districts. By extension, we work with all Alaskans—supporting their spouses, guiding them in caring for aging parents, and ensuring they can help their children realize their potential. Frontier’s founder, Greta returned to Alaska after earning her degrees and traveling the globe. Through thoughtful financial planning and goal-setting, she transitioned from a career as a Civil Engineer in Anchorage to becoming a thriving certified financial planning specialist, life partner, and mother. She works with families like her own, with kids, parents, grandparents - who are seeking financial guidance and the independence that comes with a solid and process-driven plan. You can feel confident that Greta faces the same seasons, challenges, joys, and richness that come with life in Alaska, just like you.

Public Service Employee Educators, Teachers, and Academics Gen X (Born 1965-1980)
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Samuel L

Series 66

Fairbanks, AK

Edward Jones

General retirement planning
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David W

Series 66

Fairbanks, AK

Edward Jones

Retirement income strategy General retirement planning Wealth management
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Phil Y

Series 63

Fairbanks, AK

Phil A. Younker & Associates, Ltd.

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Jaime G

Series 65

Fairbanks, AK

Phil A. Younker & Associates, Ltd.

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Tammy K

Series 65

Fairbanks, AK

Elliott Cove Capital Management

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Alexis L

Series 65

Fairbanks, AK

LifeTyme Financial Advisors, LLC

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Brian S

Series 63, Series 65

Fairbanks, AK

Valic Financial Advisors

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Roark H

CFP®, Series 63, Series 65

Fairbanks, AK

Concurrent Investment Advisors, LLC

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Peter V

Series 63, Series 66

Fairbanks, AK

Geneos Wealth Management, Inc.

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