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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

2 advisors near 69201

Out of 400,000+ nationwide

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Bruce J

Series 66

Valentine, NE

OSAIC

Bruce Johnson is a financial advisor with OSAIC, holding a Series 66 designation and 20 years of industry experience. He previously worked at Securities America Advisors and Questar Asset Management, among other firms. Outside of advising, he is president of L & B Johnson, PC, a CPA accounting practice, and serves on the board of the Valentine Public Library Foundation. OSAIC is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension plans, corporations, and nonprofits. The firm utilizes a combination of risk-tolerance assessments and portfolio optimization tools to manage a wide range of investment products and offers both discretionary and non-discretionary account management.

Annuities Founder/Business Owner Executive Retired
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Talia B

Series 66

Valentine, NE

Cambridge Investment Research Advisors

Talia Benson is a Series 66-licensed financial advisor with 17 years of industry experience. She is currently with Cambridge Investment Research Advisors, having previously worked at Ameriprise from 2016 to 2024. Benson serves on the boards of the Cherry County Hospital Foundation and the Sandhills Area Foundation. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations. The firm offers financial planning, portfolio management, and retirement plan advisory through a network of independent Financial Professionals using 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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