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®
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HECM vs. HELOC: Which Is Better?
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Upstart vs. LendingClub Personal Loans
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How to Respond to a Notice of Deficiency
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What “Currently Not Collectible” Status Means for You and the IRS
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Best Horse Insurance Companies
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Virginia HELOC Rates and Lenders
HELOC interest rates are often lower than credit card rates and are typically variable, meaning they fluctuate over the term. We’ve identified highly-rated...
Colorado HELOC Rates and Lenders
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What Are IRS Audit Penalties?
As a taxpayer, you must file taxes each year, and your tax return results in paying additional taxes or requesting a refund. For...