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®
Personal Loans for International Students in 2026: Best Options and Requirements for Approval
Attending college in the U.S. can be expensive for anyone. But as an international student,...
What Is a Custodian for a Gold IRA?
Investing in gold is a popular way to diversify assets and protect against inflation. A gold IRA has unique tax benefits that allow...
HELOC vs. 401(k) Loan: Which Is Better?
A home equity line of credit lets homeowners borrow money using their home equity, while a 401(k) loan allows individuals to borrow from...
Does Your State Affect HELOC Rates?
With more than $30 trillion in home equity—the highest amount of home equity ever held in the United States—many homeowners may consider taking...
12 Types of Auto Loans
With rising vehicle prices, many people use auto loans to make car buying more affordable. Whether you’re looking for a loan through a...
HECM vs. HELOC: Key Differences, Pros and Cons, and When to Use Each
Thinking about tapping into your home’s equity? Two popular options are a home equity line...
Upstart vs. LendingClub Personal Loans
Upstart and LendingClub are two popular lenders that offer personal loans for various uses, such as consolidating debt, paying for home renovations, or...
How to Respond to a Notice of Deficiency
If the IRS completes an examination of what you owe and proposes changes, the agency sends a notice of deficiency. It’s also called...
The Best Local California HELOC Lenders and Rates [2026]
If you’re looking into HELOCs in California, one of the top national lenders is always...
Best Virginia HELOC Lenders and Rates [2026]
If you’re a homeowner in Virginia, tapping into your home equity with a HELOC can be a smart way to fund home improvements,...