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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 79553

Out of 400,000+ nationwide

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Joe M

Series 63, Series 66

Stamford, TX

Edward Jones

Joe Mc Means is a financial advisor at Edward Jones in Stamford, TX, holding Series 63 and Series 66 designations with 25 years of industry experience, all with Edward Jones since 2001. He serves as treasurer and board member for Stamford Goodfellows and participates in the Stamford Art Foundation board. Mc Means is also involved in church finance leadership as president of the finance committee at St. John's Methodist Church. 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, supported by a nationwide network of more than 23,700 financial advisors. The firm offers a range of advisory programs and affiliated investment products under a fiduciary standard.

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

Series 66

Stamford, TX

Raymond James Financial

Jessica Vaughan is a financial advisor at Raymond James Financial Services with a Series 66 designation and six years of industry experience. Prior to joining Raymond James, she worked at Oreana Communications and Fleishman Hillard. In addition to her advisory role, she is involved in several family-owned businesses including a cattle operation, a construction company, and a commercial real estate firm, and serves as a director for the Community Foundation of Stamford. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutions. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored advice through fact-finding and risk profiling, with a significant portion of assets managed on a non-discretionary basis.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Blayne D

Series 66

Stamford, TX

Edward Jones

Blayne Davis is a financial advisor at Edward Jones with five years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2020. Prior to his current role, he worked at Mumford ISD for six years. 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 large nationwide network of advisors and branch offices.

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

Series 63, Series 66

Stamford, TX

Raymond James Financial

Gary Decker is a financial advisor with Raymond James Financial Services Advisors Inc. in Stamford, Texas, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. Prior to joining Raymond James in 2017, he worked at Edward Jones Investments for 24 years. Outside of advising, he is involved in various business ventures including owning a cattle ranch, a construction company, and a fitness center, and he is active in nonprofit and community organizations such as founding the Grand Theatre of Stamford and serving as Vice President of the Stamford Hospital District board. Raymond James Financial Services Advisors serves a broad client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research to develop tailored recommendations, often supporting clients in an advisory and implementation role rather than through discretionary management.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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