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 Card Refinancing vs. Debt Consolidation: Pros, Cons, and Best Use Cases
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Guide to Paying for College for People With Disabilities
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Student Loans for Acting School
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Second Mortgage vs. Home Equity Loan: What’s the Difference?
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Should You Use a Home Equity Loan or Line of Credit to Pay Off Credit Card Debt?
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Home Improvement Loans With No Equity
A home improvement loan can be a terrific way to spruce up your home, but it might feel challenging to find one that...
Should You Use A Home Equity Loan or Line of Credit for Debt Consolidation?
Both home equity loans and home equity lines of credit can be used to consolidate...
Cash-Out Refinance vs. Home Equity Loan: Which Is Better?
When weighing a cash-out refinance loan vs. home equity loan, it's important to consider how...