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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

6 advisors near 38583

Out of 400,000+ nationwide

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Melissa G

Series 63, Series 66

Sparta, TN

UBS Financial Services

Melissa Graham is a financial advisor with UBS Financial Services in Sparta, TN, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. She has been with UBS Financial Services Inc. since 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a range of capital markets activities.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Virginia W

Series 63, Series 65

Sparta, TN

J.P. Morgan Securities

Virginia Walsh Verdugo is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with JPMorgan Securities LLC since 2016, with a one-year break in 2015. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Wealth management Executive Founder/Business Owner
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Donald R

Series 63, Series 66

Sparta, TN

LPL Financial

Donald Randolph is a financial advisor with LPL Financial in Sparta, Tennessee, holding Series 63 and Series 66 licenses and having 23 years of industry experience. He has been with LPL Financial since 2008. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households, offering a range of investment solutions supported by an in-house research team and multiple portfolio management options.

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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Stacy Nicole G

Series 66

Sparta, TN

UBS Financial Services

Stacy Nicole Goines is a Series 66 licensed financial advisor with 11 years of industry experience. She has worked at UBS Financial Services since 2017 and previously held roles at Genesis House, Inc., Raymond James Financial Services Advisors Inc., and Luna & Herren Investment Group. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management, offering services that include discretionary portfolio management, underwriting, and securities-backed lending.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Caleb A

Series 66

Quebeck, TN

Cambridge Investment Research Advisors

Caleb Allen is a financial advisor at Cambridge Investment Research Advisors with two years of industry experience. He holds the Series 66 designation and previously served ten years in the United States Marine Corps. In addition to his advisory role, Allen owns a consulting and coaching business and is employed at a local YMCA. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing various account platforms and third-party strategists.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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Mark K

Series 66

Sparta, TN

Edward Jones

Mark King is a financial advisor with Edward Jones in Sparta, TN, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2016 and previously worked at Jeld-Wen, Inc. for 36 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and 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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