Eric Kirste, CFP® Profile Photo

Eric Kirste, CFP®

Eric Kirste CFP®, CIMA®, AIF®, is a founding principal wealth manager for Savvy Wealth. Eric brings 22 years of wealth management experience working with clients, families, and their businesses, and serving in different leadership capacities.

About Eric Kirste, CFP®

Current Role

Founding Principal, Wealth Manager


  • 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®

How Does a HELOC Work?

Home equity lines of credit—or HELOCs, as they’re more commonly known—are one of the most popular tools that homeowners use to borrow against...

Best Pet Insurance in Ohio

Being a pet parent means wanting the best for your dog or cat, but sometimes, the cost of veterinary care can be too...

How to Stop a Bank Levy

If you owe debt and don’t pay it, the balance might go to collections. Once that happens, the lender can seek a court...

Apps That Let You Borrow Money Instantly

Loan apps can provide instant access to cash, but compare the costs of several options and explore alternatives before you decide to use...

What Is a Tax Liability?

Your tax liability is how much money you owe to the state, local, or federal government. Your income and filing status determine how...

Can You Unconsolidate Student Loans?

When it comes to managing student loans, you’ve likely heard about two key strategies: refinancing and consolidation. While refinancing involves getting a new...

How to Upgrade an American Express Credit Card

We’ve researched how an American Express credit card upgrade works. We’ll share how to upgrade...

How to Apply for a HELOC

A home equity line of credit allows you to tap into your home equity through a revolving credit line. Applying for a HELOC...

How Does HELOC Repayment Work?

HELOCs have two periods: a draw period and a repayment period. You’ll make payments during both—but not the same amount.

Subsidized Student Loans

Subsidized student loans offer a break on interest payments in some situations. Here's a look at what subsidized loans are and who's eligible.