AeroLeads people directory · profile

Eric Kirste, Cfp®, Cima®, Aif® Email & Phone Number

Founding Principal, Equity Owner, Wealth Manager at Savvy Wealth
Location: Greater Chicago Area, United States, United States 10 work roles 4 schools
1 work email found @savvywealth.com 4 phones found area 847 LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 4 phones

Work email e****@savvywealth.com
Direct phone (847) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Founding Principal, Equity Owner, Wealth Manager
Location
Greater Chicago Area, United States, United States
Company size

Who is Eric Kirste, Cfp®, Cima®, Aif®? Overview

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Quick answer

Eric Kirste, Cfp®, Cima®, Aif® is listed as Founding Principal, Equity Owner, Wealth Manager at Savvy Wealth, a company with 145 employees, based in Greater Chicago Area, United States, United States. AeroLeads shows a work email signal at savvywealth.com, phone signal with area code 847, and a matched LinkedIn profile for Eric Kirste, Cfp®, Cima®, Aif®.

Eric Kirste, Cfp®, Cima®, Aif® previously worked as Founding Principal, Wealth Manager at Savvy Wealth and Expert Reviewer at Lendedu. Eric Kirste, Cfp®, Cima®, Aif® holds Bachelor Of Science In Business, Finance from Miami University.

Company email context

Email format at Savvy Wealth

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{first}@savvywealth.com
89% confidence

AeroLeads found 1 current-domain work email signal for Eric Kirste, Cfp®, Cima®, Aif®. Compare company email patterns before reaching out.

Profile bio

About Eric Kirste, Cfp®, Cima®, Aif®

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.

Listed skills include Investments, Alternative Investments, Mutual Funds, Asset Management, and 29 others.

Current workplace

Eric Kirste, Cfp®, Cima®, Aif®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Savvy Wealth
Savvy Wealth
Founding Principal, Equity Owner, Wealth Manager
Chicago, IL, US
Website
Employees
145
AeroLeads page
10 roles · 25 years

Eric Kirste, Cfp®, Cima®, Aif® work experience

A career timeline built from the work history available for this profile.

Founding Principal, Equity Owner, Wealth Manager

Chicago, IL, US

Founding Principal, Wealth Manager

Current

New York, New York, US

2022 - Present ~4 yrs 5 mos

Expert Reviewer

Current

Charlotte, North Carolina, US

2023 - Present ~3 yrs 5 mos

Director Of Business Development / Financial Advisor

Northbrook, Illinois, US

2011 - 2016 ~5 yrs

Private Banker

New York, New York, US

2005 - 2011 ~6 yrs
4 education records

Eric Kirste, Cfp®, Cima®, Aif® education

Bachelor Of Science In Business, Finance

Miami University

Investment Management Education Program

The University Of Chicago Booth School Of Business

Professional Financial Planning Program, Certified Financial Planner™ Designation Program

Northwestern University

High School Diploma

John Hersey High School
FAQ

Frequently asked questions about Eric Kirste, Cfp®, Cima®, Aif®

Quick answers generated from the profile data available on this page.

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 Savvy Wealth?

Eric Kirste, Cfp®, Cima®, Aif® is listed as Founding Principal, Equity Owner, Wealth Manager at Savvy Wealth.

What is Eric Kirste, Cfp®, Cima®, Aif®'s email address?

AeroLeads has found 1 work email signal at @savvywealth.com for Eric Kirste, Cfp®, Cima®, Aif® at Savvy Wealth.

What is Eric Kirste, Cfp®, Cima®, Aif®'s phone number?

AeroLeads has found 4 phone signal(s) with area code 847 for Eric Kirste, Cfp®, Cima®, Aif® at Savvy Wealth.

Where is Eric Kirste, Cfp®, Cima®, Aif® based?

Eric Kirste, Cfp®, Cima®, Aif® is based in Greater Chicago Area, United States, United States while working with Savvy Wealth.

What companies has Eric Kirste, Cfp®, Cima®, Aif® worked for?

Eric Kirste, Cfp®, Cima®, Aif® has worked for Savvy Wealth, Lendedu, Wipfli Financial Advisors, Ehlert Financial Group, Inc., and Iron Financial Llc.

How can I contact Eric Kirste, Cfp®, Cima®, Aif®?

You can use AeroLeads to view verified contact signals for Eric Kirste, Cfp®, Cima®, Aif® at Savvy Wealth, including work email, phone, and LinkedIn data when available.

What schools did Eric Kirste, Cfp®, Cima®, Aif® attend?

Eric Kirste, Cfp®, Cima®, Aif® holds Bachelor Of Science In Business, Finance from Miami University.

What skills is Eric Kirste, Cfp®, Cima®, Aif® known for?

Eric Kirste, Cfp®, Cima®, Aif® is listed with skills including Investments, Alternative Investments, Mutual Funds, Asset Management, Wealth Management, Investment Management, Fixed Income, and Hedge Funds.

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