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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 Retired Baby Boomers (Born 1946-1964) Gen X (Born 1965-1980) Life coaching / goal alignment

3 advisors near 35150

Out of 400,000+ nationwide

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Michael A

Series 63, Series 66

Sylacauga, AL

RBC Rochdale, LLC

Michael Adair is a financial advisor at RBC Rochdale, LLC with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with CNR Securities, LLC and Rochdale Investment Management since 2012. Outside of his advisory role, he serves on the Board of Visitors for the University of Alabama Culverhouse School of Business, is a board member of the Isabel Anderson Comer Museum & Arts Center, and participates on the Sylacauga Utilities Board. RBC Rochdale serves a diverse client base, including high net worth individuals, corporations, and institutional investors, providing discretionary and non-discretionary portfolio management, sub-advisory, and model delivery services. The firm employs a multi-strategy investment process that integrates quantitative screening, fundamental analysis, and proprietary tools to tailor portfolios across multiple asset classes.

Active portfolio management Passive / index investing Private / alternative investments Real estate investing Wealth management Founder/Business Owner Retired Executive
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Jesse G

Series 66

Sylacauga, AL

Edward Jones

Jesse Gum is a financial advisor with Edward Jones in Sylacauga, AL, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Edward G

Series 63, Series 66

Wilsonville, AL

Equitable Advisors

Edward Goodson is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. He previously worked at Morgan Stanley from 2012 to 2020 and at LPL Financial from 2020 to 2025. Outside of his advisory role, he serves as co-trustee of a family living trust. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and endorsed third-party managers to deliver advisory and brokerage solutions.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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