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 Pay for a Ph.D.
To pay for a Ph.D., exhaust options for free money, including scholarships and grants, first. Your school can help you find them. Then...
How to Report Parents’ Cash, Checking Accounts, and Savings Accounts Balances on the FAFSA
Filling out the Free Application for Federal Student Aid (FAFSA) has always been a chore...
Which Student Loans to Pay Off First
Knowing which student loan to pay off first is crucial. The right one can save you thousands in interest over the long term.
Student Loan Forgiveness Programs
Student loan debt has proven to be crippling for many students, but forgiveness programs are available in addition to cancellation and discharge of...
How Long Will It Take to Pay Off My Student Loans?
Student loans don’t need to be a mystery. Here’s how to determine your loan amount,...
Can You Refinance Defaulted Student Loans?
Refinancing defaulted student loans is challenging but doable. We’ve narrowed down four proven solutions that can get you out of student loan default.
Is It Better to Finance a Car Through a Dealer or a Bank?
If you’re planning to finance a vehicle purchase, your two options are: Obtain a loan...