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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 37058

Out of 400,000+ nationwide

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Thomas P

Series 66

Erin, TN

Cetera

Thomas Phy is a financial advisor at Cetera with one year of industry experience. He holds the Series 66 designation and also works with Regions Bank, where he provides platform representation, guidance, and customer service related to deposit accounts, loans, credit card products, and fixed insurance sales. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing advisor-managed accounts, model portfolios, and third-party solutions.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Jeremy D

Series 66

Oak Ridge, TN

Merrill

Jeremy Doll is a financial advisor with Merrill in Oak Ridge, Tennessee, holding a Series 66 designation and 17 years of industry experience. He has been with Merrill and Bank of America since 2015. Outside of his advisory role, he is involved part-time in leading a youth group at Jacob's Tent, a charitable church organization in Cleveland, Tennessee. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients by offering managed account programs, discretionary portfolio management, and brokerage services. The firm emphasizes a range of program strategies and manager-selection capabilities, supported by its affiliation with Bank of America and its broader capital-markets platform.

Tax-loss harvesting Active portfolio management Executive Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Thomas H

Series 63, Series 66

Dover, TN

LPL Financial

Thomas Herndon is a financial advisor with LPL Financial in Dover, TN, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. Prior to joining LPL Financial in 2025, he spent 13 years with Next Financial Group Inc. Outside of his advisory role, he is employed at Stewart County High School. LPL Financial provides advisory and brokerage services to a broad range of clients, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers diverse investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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