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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4 Best Online Gold Dealers
By August 2024, year-to-date gold returns neared 19%. That’s excellent news for investors looking to add more precious metals to their portfolios. While...
What Is a Tax Lien?
Federal tax liens are claims made on your assets in response to a delinquent tax bill. These liens can make it difficult to...
How to Transfer Student Loans to Another Lender
You can transfer your student loans to another lender through a refinance or consolidation.
Best Small Student Loans
Small student loans can be used for various reasons like buying books, getting a new laptop, covering living expenses, and more.
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If you rent an apartment or home, your landlord’s insurance doesn’t cover your personal belongings or your safety. Renters insurance is essential to...
Best Pet Insurance Companies for Dogs and Cats
After 40+ hours of research, here are our picks for the best pet insurance companies...
The Highest Rated Student Loans Without Cosigner or Credit History Requirements
While most student loans require a cosigner to be approved, there are federal and private...
Can You Take Out Student Loans for Living Expenses & Housing?
Student loans can cover more than tuition. They can also cover living expenses, such as...
Can You Refinance Student Loans?
Refinancing your student loans is often a smart move, but there may be some scenarios when it may not make sense — or...