Eric Kirste, Cfp®, Cima®, Aif®

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

Founding Principal, Equity Owner, Wealth Manager @ Savvy Wealth
Chicago, IL, US
Eric Kirste, Cfp®, Cima®, Aif®'s Location
Greater Chicago Area, United States, United States
Eric Kirste, Cfp®, Cima®, Aif®'s Contact Details

Eric Kirste, Cfp®, Cima®, Aif® personal email

Eric Kirste, Cfp®, Cima®, Aif® phone numbers

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.

Eric Kirste, Cfp®, Cima®, Aif®'s Current Company Details
Savvy Wealth

Savvy Wealth

View
Founding Principal, Equity Owner, Wealth Manager
Chicago, IL, US
Website:
savvywealth.com
Employees:
145
Eric Kirste, Cfp®, Cima®, Aif® Work Experience Details
  • Savvy Wealth
    Founding Principal, Equity Owner, Wealth Manager
    Savvy Wealth
    Chicago, Il, Us
  • Savvy Wealth
    Founding Principal, Wealth Manager
    Savvy Wealth 2022 - Present
    New York, New York, Us
  • Lendedu
    Expert Reviewer
    Lendedu 2023 - Present
    Charlotte, North Carolina, Us
  • Wipfli Financial Advisors
    Senior Financial Advisor
    Wipfli Financial Advisors 2018 - 2022
    Wauwatosa, Wisconsin, Us
  • Ehlert Financial Group, Inc.
    Succession Firm Buyer / Senior Financial Planner
    Ehlert Financial Group, Inc. 2017 - 2018
    Us
  • Iron Financial Llc
    Director Of Business Development / Financial Advisor
    Iron Financial Llc 2011 - 2016
    Northbrook, Illinois, Us
  • Citi
    Private Banker
    Citi 2005 - 2011
    New York, New York, Us
  • Natcity Investments / National City Bank (Now Pnc Financial Services Group)
    Assistant Manager / Licensed Financial Specialist / Banker
    Natcity Investments / National City Bank (Now Pnc Financial Services Group) 2003 - 2005
    Us
  • Axa Advisors And An Independent Advisor
    Financial Consultant
    Axa Advisors And An Independent Advisor 2002 - 2003
    Paris, Fr, Fr
  • Sunamerica Securties
    Associate Investment Advisor / Research Analyst
    Sunamerica Securties 2001 - 2002

Eric Kirste, Cfp®, Cima®, Aif® Skills

Investments Alternative Investments Mutual Funds Asset Management Wealth Management Investment Management Fixed Income Hedge Funds Investment Strategies Asset Allocation Private Equity Investment Advisory Series 63 Retirement Planning Portfolio Management Trading Finance Asset Managment Financial Services Financial Planning Credit Private Banking Financial Advisory Risk Management Business Development Capital Markets Insurance Estate Planning Strategic Planning Management Series 7 Series 66 Uniform Combined State Law

Eric Kirste, Cfp®, Cima®, Aif® Education Details

  • Miami University
    Miami University
    Finance
  • The University Of Chicago Booth School Of Business
    The University Of Chicago Booth School Of Business
    Investment Management Education Program
  • Northwestern University
    Northwestern University
    Certified Financial Planner™ Designation Program
  • John Hersey High School
    John Hersey High School
    High 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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