Eric Kirste, CFP®, CIMA®, AIF®
Hello there 👋🏼 I'm Eric, and I have over 20 years of experience as a financial advisor. Eric offers holistic financial advising beyond just investments, focusing on a client's overall financial health. With expertise in retirement planning, tax planning, estate planning, and Social Security timing, he assesses individual circumstances to create a comprehensive financial plan. He also provides guidance on insurance and helps clients with cash flow budgeting and retirement planning. His approach involves a thorough understanding of each client's unique circumstances, ensuring optimal financial outcomes.
Arlington Heights, IL
Retirement Roadmap:
A 3-Step Assessment for a Secure Future
Eric’s complimentary retirement roadmap is designed to gain a better understanding of your goals and needs. It helps provide you with answers to your big financial planning, tax, and retirement questions and also helps you to properly evaluate Savvy.
Introduction
A 30-minute meeting allows us to assess if we can meet your needs. We will cover what your focus and needs are, how we can address it, and explore how we would work together.
Discovery
Next, we schedule a 60 - 90-minute meeting where we'll dive deep into your goals, needs, concerns, and envision your ideal lifestyle and future to build your retirement roadmap.
Review Meeting
Once your roadmap is complete, Eric will schedule a 90-minute meeting to discuss our findings and recommendations.
In clear and concise language, we'll explain actionable steps you can take to enhance your financial and retirement plan, reduce taxes, and optimize your investments.
Eric’s published work
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Market Updates & Economic Outlook
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Eric’s published work
Market Updates & Economic Outlook
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How can I help?
Investment Management
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Financial Planning & Analysis
Retirement Planning
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Tax Optimization
Let’s achieve
greatness together
My passion is helping people achieve their financial goals. I believe that everyone has the potential to meet their financial needs, no matter their background or starting point.
My team and I are committed to providing personalized solutions tailored to your unique needs and circumstances.
Monthly recaps on financial markets. Stay in the loop with Eric.
Get to know Eric
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. Eric brings over 22 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.Â
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.
‍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.
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Book a 30-minute introductory call with Eric.
Meet and greet. Get to know each other and learn about the benefits of wealth management through Savvy.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
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