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®
Tax Debt Relief Guide: When and How to Hire Services, and the Top Companies to Choose
Tax debt relief is a type of program the federal government offers to those who...
What to Know About Free Government Debt Relief Programs
If you’re struggling with debt, you might wonder whether free government debt relief programs can...
How to Choose Between Debt Relief vs. Debt Consolidation
Debt relief is a catch-all term that refers to various strategies for managing and eliminating...
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...