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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Credit Union Personal Loans: Compare the Best Options
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How Being an Emancipated Minor Affects Financial Aid
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How Much Money Does the FAFSA Give You?
The amount of financial aid you may receive from the FAFSA is highly dependent on you and your parents' financial situation. Grants, work-study...
How Often Do You Need to File the FAFSA?
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Credit Union Auto Loans: What Should You Know?
If you plan to buy a car, you’re probably figuring out how to finance it....
Secured vs. Unsecured Loan: What’s the Difference?
When searching for a personal loan, you can choose between a secured or unsecured option....
Community Bank Personal Loans
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Here are some of the best secured personal loans available nationwide that feature a range...