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®
Reverse Annuity Mortgages
If you’re house-rich but cash-poor in retirement, you may have been tempted by reverse mortgage ads promising to turn home equity into income. A...
How to Choose the Best Personal Loan Term Length
Loan repayment terms can range from short to long, offering flexibility to match borrowers’ financial...
Should You Get a Personal Loan to Start Your Small Business or Startup? Pros and Cons
Taking out a personal loan to start a business can provide the financing you need...
Promissory Note for Personal Loan Explained
Understanding promissory notes is vital if you plan to lend or borrow money. They detail important personal loan terms, including repayment schedules, interest...
What Are the Tax Implications With Personal Loans?
A personal loan can cover many costs, including home improvements, medical bills, and credit card...
How to Buy Silver: A Guide to Investing and Selling
Silver is drawing fresh investor interest in 2025 as it reaches its highest price in...
Beginner’s Guide to Gold Bullion: How to Buy Gold
Gold bullion is physical gold in the form of bars, coins, or rounds, valued primarily...
No-Origination-Fee Personal Loans
An origination fee is a one-time upfront fee a lender may charge to process your personal loan application. The cost of this fee...
Best Joint Personal Loans
Personal loans are fixed-interest loans that offer consistent monthly payments and flexible spending. You can use the funds for almost any expense. When...
Guaranteed Personal Loans: Do They Exist?
Guaranteed personal loans sound like a sure bet, but here’s the catch: They don’t exist. You can get preapproved for a personal loan...