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®
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...
Tennessee HELOC Rates & Lenders
As home values rise across Tennessee, many homeowners are exploring a home equity line of credit (HELOC) to tap into their home equity....
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 goes to collections. The lender can then seek a court order to withdraw...
The 6 Best Cash Advance Apps for Borrowing Money Instantly
Loan apps can provide instant access to cash, but compare the costs of several options...
Tax Liability Explained: A Complete Guide to What You Owe and Why
Tax liability is the total amount of tax you owe to the federal, state, or...
Can You Unconsolidate Student Loans?
When it comes to managing student loans, two common strategies: are refinancing and consolidation. Refinancing involves getting a new loan with better terms...