Eric Kirste, CFP®

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.

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Arlington Heights, IL

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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.

Step 1

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.

Step 2

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.

Step 3

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.

How can I help?

Investment Management

STRATEGIC, DATA-DRIVEN INVESTING
Our expertly curated investment portfolios are meticulously designed to guide you through the intricate financial landscape, placing you at the forefront. Experience personalized solutions tailored to your needs and navigate them with confidence.
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Financial Planning & Analysis

Take control of your financial future
Personalized wealth management helps our clients grow and protect their assets. We use a holistic approach to financial planning that integrates tax strategy, trust & estate planning, and risk management.
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Retirement Planning

DREAMS INTO ACTIONABLE PLANS
Transition into your golden years with confidence. Our goal is to see to it that you’re 100% prepared for the unpredictable. Let us turn your retirement dreams into actionable plans.


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Tax Optimization

STRIVING TO MINIMIZE YOUR TAX BURDEN
We aim to take the ambiguity of tax planning by utilizing tax-reducing strategies that encompass your overall tax liability. We do it by putting together a game plan that is specific to your needs.
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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.

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Monthly recaps on financial markets. Stay in the loop with Eric.

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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. 

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.

Connect with Eric

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CONNECT WITH Eric

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.

Schedule a call today
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Schedule a call today