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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 55601

Out of 400,000+ nationwide

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Logan F

Series 66

Silver Bay, MN

Primerica Advisors

Logan Fischer is a financial advisor with Primerica Advisors based in Silver Bay, MN, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Guardian Life Insurance Company and Park Avenue Securities. Outside of advising, he co-owns a bowling alley and a fitness business with his wife and serves as a board member for Best of the North Shore. Park Avenue Securities LLC serves a broad retail client base with brokerage and advisory services, offering proprietary and third-party investment programs along with financial and business consulting. The firm employs a variety of investment strategies and account services, managing approximately $15 billion in regulatory assets.

Business exit / sale strategy Tax-loss harvesting Self-Employed Founder/Business Owner
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Gregory H

Series 63, Series 65

Beaver Bay, MN

Thrivent Investment Management

Gregory Hanson is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. He has been with Thrivent Financial for Lutherans since 2013. Hanson serves as secretary on the board of the Finland Minnesota Historical Society and is an at-large board member of the New Horizons Foundation, USA. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing goal-based financial analyses and written recommendations across various planning topics without portfolio management or discretionary trading authority.

Business ownership considerations
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Rebekah B

Series 66

Beaver Bay, MN

Thrivent Investment Management

Rebekah Backman is a Series 66-licensed financial advisor with two years of industry experience, currently with Thrivent Investment Management. She previously worked at Greg Hanson Financial and has experience with nonprofit and church organizations, including Emmanuel Covenant Church. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, providing comprehensive, goal-based financial planning without discretionary trading authority.

Business ownership considerations
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