About Eric Kirste, CFP®
Founding Principal, Wealth Manager
- Debt Management
- Tax Planning
- College Planning
- Retirement Planning
- Insurance Planning
- Estate Planning
- Investment Planning
- 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®
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When it comes to managing student loans, you’ve likely heard about two key strategies: refinancing and consolidation. While refinancing involves getting a new...
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A home equity line of credit allows you to tap into your home equity through a revolving credit line. Applying for a HELOC...
HELOCs have two periods: a draw period and a repayment period. You’ll make payments during both—but not the same amount.