Eric Kirste, Cfp®, Cima®, Aif® Email and Phone Number
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Eric Kirste, Cfp®, Cima®, Aif® personal email
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Eric Kirste, Cfp®, Cima®, Aif® phone numbers
Eric Kirste, CFP®, CIMA®, AIF® is a fee-only fiduciary Wealth Manager. He is the Founding Principal 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. Eric brings over 24 years of deep experience working closely with business owners, individuals, and families in transition, helping them navigate difficult changes. Compassion is important to Eric, and he helps 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 ensure they are best prepared for their ideal retirement lifestyle. At Savvy, he strives to help his clients align their money with their values, provide integrated solutions to serve all of their 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.
Savvy Wealth
View- Website:
- savvywealth.com
- Employees:
- 145
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Founding Principal, Equity Owner, Wealth ManagerSavvy WealthChicago, Il, Us -
Founding Principal, Wealth ManagerSavvy Wealth 2022 - PresentNew York, New York, Us -
Expert ReviewerLendedu 2023 - PresentCharlotte, North Carolina, Us -
Senior Financial AdvisorWipfli Financial Advisors 2018 - 2022Wauwatosa, Wisconsin, Us -
Succession Firm Buyer / Senior Financial PlannerEhlert Financial Group, Inc. 2017 - 2018Us -
Director Of Business Development / Financial AdvisorIron Financial Llc 2011 - 2016Northbrook, Illinois, Us -
Private BankerCiti 2005 - 2011New York, New York, Us -
Assistant Manager / Licensed Financial Specialist / BankerNatcity Investments / National City Bank (Now Pnc Financial Services Group) 2003 - 2005Us -
Financial ConsultantAxa Advisors And An Independent Advisor 2002 - 2003Paris, Fr, Fr -
Associate Investment Advisor / Research AnalystSunamerica Securties 2001 - 2002
Eric Kirste, Cfp®, Cima®, Aif® Skills
Eric Kirste, Cfp®, Cima®, Aif® Education Details
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Miami UniversityFinance -
The University Of Chicago Booth School Of BusinessInvestment Management Education Program -
Northwestern UniversityCertified Financial Planner™ Designation Program -
John Hersey High SchoolHigh School Diploma
Frequently Asked Questions about Eric Kirste, Cfp®, Cima®, Aif®
What company does Eric Kirste, Cfp®, Cima®, Aif® work for?
Eric Kirste, Cfp®, Cima®, Aif® works for Savvy Wealth
What is Eric Kirste, Cfp®, Cima®, Aif®'s role at the current company?
Eric Kirste, Cfp®, Cima®, Aif®'s current role is Founding Principal, Equity Owner, Wealth Manager.
What is Eric Kirste, Cfp®, Cima®, Aif®'s email address?
Eric Kirste, Cfp®, Cima®, Aif®'s email address is ek****@****ial.com
What is Eric Kirste, Cfp®, Cima®, Aif®'s direct phone number?
Eric Kirste, Cfp®, Cima®, Aif®'s direct phone number is +184720*****
What schools did Eric Kirste, Cfp®, Cima®, Aif® attend?
Eric Kirste, Cfp®, Cima®, Aif® attended Miami University, The University Of Chicago Booth School Of Business, Northwestern University, John Hersey High School.
What skills is Eric Kirste, Cfp®, Cima®, Aif® known for?
Eric Kirste, Cfp®, Cima®, Aif® has skills like Investments, Alternative Investments, Mutual Funds, Asset Management, Wealth Management, Investment Management, Fixed Income, Hedge Funds, Investment Strategies, Asset Allocation, Private Equity, Investment Advisory.
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