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®
What Is a Home Equity Loan, and How Does It Work?
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Line of Credit vs. Personal Loan
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Best Mortgage Lenders
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Hot Tub Financing: Compare Your Options
Hot tubs can be expensive, but you can finance one with a personal loan or by leveraging your home equity.
Personal Loan Limit: How Much Can I Borrow?
The maximum personal loan amount you can borrow depends on your credit history, income, and the lender you choose. Borrowers should only take...
How Many Personal Loans Can You Have at Once?
How many personal loans can you take out? It depends. Learn why it might make sense to manage multiple loans—and what other options...
Bank Loans: How to Get a Personal Loan From Your Bank
Your local brick-and-mortar bank is a good choice for getting a bank loan, especially if...
Personal Loan Documentation: What Do You Need for a Loan?
Applying for a personal loan? Then you’ll need some documentation first, including a government-issued ID,...
Is There a Mortgage Insurance Premium Deduction for My Taxes?
While you may have received a mortgage insurance premium tax break in the past, you...
Student Loans for H4 Visa Holders
Student loans for H4 visa holders are difficult to come by. But, one company, Stilt, offers cosigned loans that can cover education expenses.