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®
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Can You Refinance Student Loans? 10 Times When You Can and Can’t
Refinancing your student loans is often a smart move, but there may be some scenarios...
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Student Loan Forgiveness Tax Implications
If your student loans are forgiven, you may owe taxes on the canceled balance.
How to File for Student Loan Bankruptcy
Student loan bankruptcy exists, but it's not always easy to come by.
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Student loan apps can help borrowers repay their debt more effectively, leading to quicker repayment.
SEP Gold IRA Account Guide
SEP gold IRA accounts can allow small business owners, self-employed pros, and employees to invest in gold, silver, and other precious metals.
How to Start Investing in a Gold IRA
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