Eric Kirste (AIF®, CFP®, CIMA®)

Eric Kirste focuses in the
following client markets or areas of practice:

Baby Boomers

Business Owners

Fixed Fee (Subscription, Retainer, etc.)

Retirement Planning & Distribution Rules

Tax Planning

Women's Financial Planning Issues

Planning Specialties

Eric brings 22+ years of experience working closely with business owners, individuals and families in transition, helping them navigate difficult changes. Compassion is important to Eric, and his goal is to help clients who are going through a divorce or grieving the loss of a spouse or family member get through the transition to financial independence and overcome new challenges with confidence. He also helps business owners and professionals nearing retirement to be best prepared for their ideal retirement lifestyle.

Additional Information

Eric Kirste, CFP®, CIMA®, AIF® is the founding Principal Wealth Manager at Savvy Wealth. With a deep-rooted passion for service and enriching the lives of others, Eric found his calling as a wealth management professional early on. At Savvy, he strives to help his clients align their money with their values, provide integrated solutions to serve all of their financial needs, and empower them to make a lifetime of smart financial decisions. Importantly, Eric is committed to keeping his clients’ best interests top of mind while offering ongoing guidance, encouragement and accountability.

With a passion for helping others, Eric has volunteered for the Foundation for Financial Planning, AARP and Wings for Widows. Eric is a native of the northwest suburbs of Chicago. He is committed to giving back to his community and serves as the Treasurer for the Prospect Heights Park District Board of Commissioners and the Old Orchard Country Club. He enjoys spending time with his wife, Alisa, their two sons, Logan and Matthew, and their rescue dog, Bear.

Education:

Among his achievements, Eric has obtained several professional certifications, including the CERTIFIED FINANCIAL PLANNER™, Certified Investment Management Analyst®, and Accredited Investment Fiduciary®. He earned a Bachelor of Science in Business Finance from Miami University in Ohio and has completed the CERTIFIED FINANCIAL PLANNER™ certification education through Northwestern University, as well as the Investment Management Education Program from the University of Chicago's Booth School of Business.