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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

7 advisors near 71603

Out of 400,000+ nationwide

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Timothy W

Series 63, Series 65

Pine Bluff, AR

Primerica Advisors

Timothy White is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and two years of industry experience. He has a background in public service, having worked for the City of Little Rock for 26 years and the Saline County Sheriff's Office. In addition to his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and separately managed accounts for individual and high-net-worth clients. The firm utilizes third-party asset managers and provides a tiered wrap-fee structure, focusing on curated investment models rather than institutional pension or profit-sharing plan management.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Mark G

Series 63, Series 65

Pine Bluff, AR

Primerica Advisors

Mark Goodlow Jr. is a financial advisor with Primerica Advisors in Little Rock, AR, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. He has been with Primerica Advisors since 2009 and has worked with Primerica Financial Services since 2003. In addition to his advisory role, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and separately managed accounts primarily to individual and high-net-worth clients. The firm uses third-party asset managers and a percentage-based wrap fee structure, focusing on curated investment models rather than institutional or pension plan management.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Paul B

CFP®, ChFC®, Series 66

White Hall, AR

Edward Jones

Paul Bowe is a CFP®, ChFC®, and Series 66 licensed financial advisor with Edward Jones, where he has worked since 2012. He has 13 years of industry experience. 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 other services.

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

Series 63, Series 66

White Hall, AR

Edward Jones

Melissa Young is a financial advisor with Edward Jones in White Hall, Arkansas, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with Edward Jones since 2000. Outside of her advisory role, she serves as Corporate Secretary of Snack Rack, Inc., a breakroom service company, where she supports accounting and interacts with CPA and payroll companies. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of over 23,000 financial advisors and more than 15,000 branches.

Charitable giving & philanthropy Retirement income strategy Business ownership considerations Inheritance planning Multi-generational wealth transfer Founder/Business Owner Women Professionals
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Jacob W

Series 66

White Hall, AR

Edward Jones

Jacob Wilson is a financial advisor at Edward Jones with a Series 66 credential and two years of industry experience. His work history includes roles at SeniorcareUSA, Banker's Life, and Gateway Bank. Outside of his advisory role, he has been involved with Valet Resource Group from 2019 to 2023. Edward Jones serves more than four million individual and institutional clients, offering a broad range of wealth management services and investment solutions. The firm manages approximately $1.01 trillion in assets and supports its clients through a large network of financial advisors and branch offices nationwide.

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

Series 63, Series 66

Pine Bluff, AR

LPL Financial

Stanley Mcnulty is a financial advisor with LPL Financial in Little Rock, AR, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has worked with Simmons Bank and Simmons First Investment Group, Inc. prior to his current roles at LPL Financial and Simmons Bank. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines large-scale advisory operations with a variety of non-advisory financial products.

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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Charles F

Series 66

Pine Bluff, AR

Edward Jones

Charles Frazier is a financial advisor with Edward Jones in Pine Bluff, Arkansas, holding a Series 66 credential and 12 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, Mr. Frazier serves as a board member for the Watson Chapel School Board in Pine Bluff. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.

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