About Erin Kinkade, CFP®
Current Role
Financial planner
Expertise
- Insurance Planning
- Education Planning
- Retirement Planning
- Investment Planning
- Military Benefits
- Behavioral Finance
Certifications & Degrees
- Certified Financial Planner™
- Chartered Financial Consultant
- Bachelor's degree in education from the University of Georgia
Personal Finance Experience
Erin has been working in financial services since 2006. Her primary focus was servicing, advising, consulting, and planning for clients.
Erin began her career at a registered investment advisory and broker dealer (RIA/BD) firm. While at the RIA/BD, Erin was a registered representative and registered investment advisor. She focused on client service, investment advice, and financial planning for high-net-worth clients. Erin made a career change in 2020 to become a financial planner at AAFMAA Wealth Management & Trust, focusing solely on comprehensive financial planning for military members and their families.
Erin is a certified financial planner (CFP®) and chartered financial consultant (ChFC®). Her areas of expertise include, but are not limited to, the following: military benefits, risk mitigation, savings, cash-flow projections, life insurance and long-term care analysis, education planning, investment analysis, retirement planning, withdrawal strategies, tax-saving recommendations, and estate transfer planning.
Latest from Erin Kinkade, CFP®
How to Buy Silver: A Guide to Investing and Selling
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Beginner’s Guide to Gold Bullion: How to Buy Gold
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No-Origination-Fee Personal Loans
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How to Prequalify for a Personal Loan
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Best Joint Personal Loans
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Personal Loan Requirements
If you’re researching personal loan requirements, you’re likely seeking financial support. You may need funds to get high-interest-rate debt under control, cover sudden...
Guaranteed Personal Loans: Do They Exist?
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Easiest Personal Loans to Get in 2024
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Personal Loans vs. Payday Loans
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Personal Loan vs. Credit Card
In a perfect world, you’d have the cash to cover any expenses that come your way. But because this isn’t the case for...