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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

4 advisors near 75418

Out of 400,000+ nationwide

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Robert S

Series 66

Bonham, TX

Edward Jones

Robert Scott is a financial advisor with Edward Jones in Bonham, TX, holding a Series 66 designation and four years of industry experience. Before joining Edward Jones in 2021, he worked for six years at Behr Paint Corporation. Outside of his advisory role, Scott and his wife own a family ranch where they operate a premium cow-calf business, and he serves as sale manager for an auction group specializing in livestock. He is also a board member of Farm Bureau Insurance in Bonham. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions supported by a large national network of financial advisors and offices.

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

CFP®, Series 63, Series 66

Bonham, TX

Edward Jones

Randy Bowen is a CFP® professional with over 20 years of experience in the financial industry. He has been with Edward Jones in Bonham, TX since 2005. 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 options, including managed solutions and separately managed accounts, operating under a fiduciary standard.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement income strategy General estate planning guidance Wealth management Founder/Business Owner
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Brent S

Series 63, Series 66

Bonham, TX

Edward Jones

Brent Speck is a financial advisor at Edward Jones with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 1992. His outside business activities include managing a monthly income venture in Bonham, Texas. Edward Jones is a full-service wealth management firm serving over four million clients with a range of advisory programs and investment solutions, supported by a large network of advisors and branch offices nationwide.

General retirement planning Retired Founder/Business Owner Executive
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Justin W

Series 66

Bonham, TX

Edward Jones

Justin Wright is a Series 66-credentialed financial advisor with four years of industry experience, currently serving clients at Edward Jones in Bonham, TX. His prior work includes roles at Thrivent Financial and Xeritech, as well as experience in nutrition coaching through independent consulting engagements. Outside of advising, he provides nutrition consulting services focused on client biofeedback and goal adjustment. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment advisory programs and affiliated services. The firm manages over $1 trillion in assets and operates a nationwide network of more than 23,000 financial advisors.

Retirement income strategy General retirement planning Business ownership considerations Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner
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