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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 35653

Out of 400,000+ nationwide

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Lisa L

Series 66

Russellville, AL

Raymond James & Associates

Lisa Link Murphy is a financial advisor with Raymond James & Associates in Russellville, Alabama, holding a Series 66 designation and 14 years of industry experience. She has been with Raymond James & Associates since 2013. Raymond James & Associates offers financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable entities, as well as state and municipal governments. The firm provides tailored financial plans and investment recommendations using proprietary research and planning tools, and it also delivers institutional consulting and public finance services.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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Robert J

Series 63

Russellville, AL

Edward Jones

Robert Jones is a financial advisor with Edward Jones, holding a Series 63 designation and 24 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and tax-efficient services.

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

Series 66

Russellville, AL

Edward Jones

John Riggs is a financial advisor with Edward Jones in Russellville, AL, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked for the Marion County Board of Education and Liberty Free Will Baptist Church. Outside of his advisory role, he serves as President and Chairman of the Board for Enviame (Send Me), Inc., a company he founded. Edward Jones is a full-service wealth management firm serving a wide range of individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm provides various advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

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