Erin Kinkade, CFP® Profile Photo

Erin Kinkade, CFP®

Erin Kinkade, CFP®, ChFC®, works as a financial planner at AAFMAA Wealth Management & Trust. Erin prepares comprehensive financial plans for military veterans and their families.

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 a 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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