About Erin Kinkade, CFP®
Current Role
Financial planner
Expertise
- Insurance Planning
- Education Planning
- Retirement Planning
- Investment Planning
- Military Benefits
- Behavioral Finance
Certifications & Degrees
- Certified Financial Planner™
- Chartered Financial Consultant
- Bachelor's degree in education from the University of Georgia
Personal Finance Experience
Erin has been working in financial services since 2006. Her primary focus was servicing, advising, consulting, and planning for clients.
Erin began her career at a registered investment advisory and broker dealer (RIA/BD) firm. While at the RIA/BD, Erin was a registered representative and registered investment advisor. She focused on client service, investment advice, and financial planning for high-net-worth clients. Erin made a career change in 2020 to become a financial planner at AAFMAA Wealth Management & Trust, focusing solely on comprehensive financial planning for military members and their families.
Erin is a Certified Financial Planner (CFP®) and a Chartered Financial Consultant (ChFC®). Her areas of expertise include, but are not limited to, the following: military benefits, risk mitigation, savings, cash-flow projections, life insurance and long-term care analysis, education planning, investment analysis, retirement planning, withdrawal strategies, tax-saving recommendations, and estate transfer planning.
Latest from Erin Kinkade, CFP®
Can You Refinance Your Auto Loan?
You can refinance your auto loan if you meet a lender’s requirements. Whether you should is another matter that depends on your goals...
How to Refinance an Auto Loan
Refinancing an auto loan can have many benefits, but better terms aren't guaranteed. Here's what to consider and the steps you can take.
Home Equity Loan and HELOC Promotions
Unlock your home's potential with a HELOC, and save money with the best home equity loan promotions. Discover how to compare and find...
What Is a Piggyback Loan, and How Does It Work?
Piggyback home equity loans work well for some. Save money on your mortgage and buy...
What Happens When I Receive a Reset or Maturity Notification on a HELOC?
As HELOCs move from the draw to the repayment phase, most lenders issue a notification....
Can You Apply for a Home Equity Loan or HELOC Without Your Spouse?
Your state might allow you to apply for a home equity loan or HELOC without...
The Best Non-Owner-Occupied HELOCs in 2025: Your Best Options and How to Qualify
HELOCs for investment properties are available from certain lenders, but they can be tough to...
Should You Use a HELOC as an Emergency Fund?
Your home is your biggest asset. A HELOC lets you unlock that equity to use as an on-demand emergency fund.
What Is a Credit Builder Loan? Simple Guide to Building Credit
A credit builder loan is one way to build or rebuild credit history. Credit builder...
9 Types of Personal Loans Explained, With Definitions and Examples
With so many types of personal loans available, make sure you know how to tell...