Eric Kirste
CFP®, CIMA®, AIF®
Savvy Wealth
Founding Principal, Wealth Manager
Eric Kirste
CFP®, CIMA®, AIF®
Savvy Wealth
Founding Principal, Wealth Manager
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Eric Kirste, CFP®, CIMA®, AIF®
Fee-Only financial planner located in Prospect Heights, IL, serving clients locally and across the country
Meet Eric Kirste
Eric Kirste, CFP®, CIMA®, AIF® is a founding Principal Wealth Manager for Savvy Advisors, Inc. in 2022. Prior to Savvy, Eric brings 21 years of wealth management experience working closely with clients, families, and their businesses and serving in different leadership capacities. 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
Eric holds a Bachelor of Science in Business Finance from Miami University in Ohio, has completed his CFP education at Northwestern University, and has completed the Investment Management Education Program from the University of Chicago's Booth School of Business.
Eric Kirste is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Professional Designations & Affiliations
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Eric Kirste is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Contact Eric Kirste
Office Locations:
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By Appointment
Prospect Heights, IL 60070
