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Eric Kirste
Professional designations
CFP, CIMA, AIF
Firm or Broker/Dealer name
Savvy Advisors, Inc.
States licensed in
Prospect Heights
,
Illinois
Areas of expertise
Languages spoken
English
Time Zone
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 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 works closely with individuals in or near retirement to ensure they are best prepared for their ideal 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.
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.
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.