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®
What Is a Subordinate Mortgage, and How Does It Affect My Home Equity Loan or HELOC?
If you refinance your mortgage and want to keep an open HELOC, you may be...
Personal Loans for Vehicles
Personal loans for vehicles grant flexibility for borrowers, but they usually come at the cost of a higher interest rate.
Best Lenders to Prequalify for a Home Equity Loan or HELOC
Not all home equity lenders offer prequalification, but those that do make it easier to...
Can You Use a Home Equity Loan or HELOC for a Foreign Property?
Purchasing foreign property with home equity may grant you favorable terms. Here’s how to do...
How to Calculate Your HELOC Payment
HELOC payments can change based on the amount you borrow, your interest rate, and other factors. Find out how HELOC payments are calculated.
How to Transfer Parent PLUS Loan to Student
Parent PLUS loans are a way for parents to help children pay for college. These loans aren't transferable, but there is a way...
What Is a Student Loan Master Promissory Note?
Find out all about master promissory notes and why understanding your student loan agreement is...
Who Is My Student Loan Servicer? Here’s How to Find Out
Federal and private student loans get transferred to new loan servicers. Find out why your...
Who to Talk to About Student Loans: Resources by Stage
Everyone has questions about student loans. If you are navigating the complex world of student...
Can a 17-Year-Old Get a Student Loan?
You can apply for federal student loans as a 17-year-old, but in general, you need to be at least 18 to apply for...