About Eric Kirste, CFP®
Current Role
Founding Principal, Wealth Manager
Expertise
- Debt Management
- Tax Planning
- College Planning
- Retirement Planning
- Insurance Planning
- Estate Planning
- Investment Planning
- Budgeting
- Comprehensive Financial Planning
Certifications & Degrees
- Certified Financial Planner™
- Certified Investment Management Analyst®
- Accredited Investment Fiduciary®
- Bachelor's degree in business finance from Miami University in Ohio
Personal Finance Experience
With a deep-rooted passion for service and enriching the lives of others, Eric found his calling as a wealth management professional early on.
A CERTIFIED FINANCIAL PLANNER (CFP®), Certified Investment Management Analyst (CIMA®), and Accredited Investment Fiduciary (AIF®), Eric brings 22-plus years of deep experience working closely with business owners, individuals and families in transition, helping them navigate difficult changes.
Compassion is important to Eric, and he helps clients who are going through a divorce or grieving the loss of a spouse or family member get through the transition to financial independence and overcome new challenges with confidence.
He also helps business owners and professionals nearing retirement ensure they are best prepared for their ideal retirement lifestyle.
At Savvy, he strives to help his clients align their money with their values, provide integrated solutions to serve all of their needs and empower them to make a lifetime of smart financial decisions. Importantly, Eric is committed to keeping his clients’ best interests top of mind while offering ongoing guidance, encouragement and accountability.
With a passion for helping others, Eric has volunteered for the Foundation for Financial Planning, AARP, and Wings for Widows. Eric is a native of the northwest suburbs of Chicago. He is committed to giving back to his community and serves as the treasurer for the Prospect Heights Park District Board of Commissioners and the Old Orchard Country Club.
He enjoys spending time with his wife, Alisa, their two sons, Logan and Matthew, and their rescue dog, Bear.
Latest from Eric Kirste, CFP®
Is Gold a Hedge Against Inflation?
Gold is considered a hedge against inflation because it can maintain (or even gain) value while other currencies weaken due to inflation. Historically,...
What to Do When You’re House-Rich but Cash-Poor
Imagine sitting on wealth but feeling broke when you look at your bank account. That’s...
Why Is My Direct Deposit Late?
If you have a late direct deposit, there are several possible explanations, such as bank holidays, processing errors, incorrect bank account information, payroll...
How Much Can You Put in a Gold IRA?
Investing gold into an individual retirement account (IRA) may help diversify your portfolio and provide protection during uncertain times. To make an informed...
Vermont HELOC Rates and Lenders
If you need to access money and have significant equity in your Vermont home, one option to consider is taking out a home...
How a Missed Student Loan Payment Affects You
Missed student loan payments happen, but it doesn’t need to be the end of the world. The specific consequences you’ll face—and your options...
How Dropping Out of School Affects Student Loans
Dropping out of school can be stressful, especially if you have student loans. Knowing what...
Best Fixed-Rate Student Loans
Federal student loans have fixed interest rates, but private loans may be offered with fixed or variable rates. In almost every circumstance, it...
How Much Income Do I Need for a HELOC?
Lenders evaluate several financial measures when you apply for a home equity line of credit (HELOC). Although most lenders don’t specify a minimum...
HELOCs for Retirees
If you’re a retiree looking for a HELOC, depending on your equity and credit score, you could be in a position to get...