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®
How to Find the Cheapest Personal Loan
Personal loans offer maximum flexibility, but borrowing money costs money. The interest rate, loan terms, and fees impact how much you pay for...
How to Stop a Reverse Mortgage Foreclosure
If you’re facing a potential reverse mortgage foreclosure, you’re likely in one of two difficult situations: You’re the original reverse mortgage borrower and...
Best Debt Consolidation Loans for Bad Credit
Having bad credit can be a disadvantage financially. You may be denied credit or be unable to obtain utility services in your name...
Best Personal Loan Apps
Borrowing a personal loan is easier than ever these days. Many lenders offer a streamlined application process you can complete online or via...
How to Apply for Small Business Loans
A small business loan is a funding option to give business owners the necessary capital to start, maintain, or expand their operations. Unlike...
Hard Money Fix-and-Flip Loans
Becoming a house flipper can be a lucrative way to create an additional stream of income if you have the time and money...
Best Small Business Loans
Small business loans provide financing for purchasing equipment, expanding operations, and moving into larger spaces. Whether you need a few thousand dollars or...
Pros and Cons of Refinancing Student Loans
Student loan refinancing refers to paying off multiple existing student loans (private or federal) with a new private student loan. Borrowers sometimes choose...
Credit Unions to Refinance Student Loans
Some credit unions offer student loan refinancing in addition to their traditional banking services, providing eligible borrowers with the potential to save money...
How to Remove a Student Loan Default From Your Credit Report
Student loan default occurs when you fail to repay your loan as promised. Default time...