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®
HECM vs. HELOC: Key Differences, Pros and Cons, and When to Use Each
Thinking about tapping into your home’s equity? Two popular options are a home equity line...
Upstart vs. LendingClub Personal Loans
Upstart and LendingClub are two popular lenders that offer personal loans for various uses, such as consolidating debt, paying for home renovations, or...
How to Respond to a Notice of Deficiency
If the IRS completes an examination of what you owe and proposes changes, the agency sends a notice of deficiency. It’s also called...
Best Virginia HELOC Lenders and Rates [2025]
If you’re a homeowner in Virginia, tapping into your home equity with a HELOC can be a smart way to fund home improvements,...
Best Colorado HELOC Lenders and Rates [2025]
A home equity line of credit (HELOC) is a flexible way to tap into your home’s equity for things like renovations, paying off...
What Are IRS Audit Penalties?
Your odds of being selected for an IRS audit are generally low, but never zero. If your return is flagged for closer review,...
Arizona HELOC Rates and Lenders
Homeowners in Arizona can apply for a home equity line of credit (HELOC) from online lenders or local banks and credit unions. We’ve...
Best Florida HELOC Lenders and Rates [2025]
As a Floridian, you’re aware that home values in Florida have skyrocketed in recent years. This gives many residents more equity to tap...
Do Home Equity Loans Make Sense for Seniors?
Home equity loans for seniors: A smart financial move or a risky proposition? As the U.S. population ages, more and more seniors are...
Need $200 Right Now? 10 Ways to Borrow, Earn, or Get It for Free
Need $200 ASAP? It’s not ideal, but we’ve all been there. Sudden expenses. Sick leave....