Brandon Knopf, CFP^®, BFA^™

An experienced financial advisor understands that every individual's economic situation is unique. I am dedicated to discerning what is important to you and building a financial plan – a written strategy that identifies your financial goals and objectives and lays out the foundation to help you pursue them. Additionally, I can help you manage your investment and saving behavior. No one can predict the future, but I can help prepare you for the certainty of uncertainty so that if you need money, for whatever reason and in any economic scenario, we can create a plan to help you. I am committed to helping you achieve financial confidence by being professional, personal, and knowledgeable in the various areas of your financial needs.

Financial Planning Practice:

• Joined Waddell & Reed in 2010 (now LPL Financial)
• Focus on comprehensive financial planning
• Practice incorporates a team philosophy
• Experienced in planning with small business owners and their unique needs
• Identifies client's specific goals through a value-based process
• Develops a customized step-by-step plan to compare a client's current situation to where they want to be
• Furnishes a road map to follow going forward

Education and licenses:

• BEHAVIORAL FINANCIAL ADVISOR™ certification in 2023
• CERTIFIED FINANCIAL PLANNER^© certification in 2015
• Earned Series 7 and Series 66 (currently held through LPL Financial) in 2010
• BA from Northern Illinois University

Personal:

• Born in the Chicago area
• Resides in western suburbs with wife, Amber; daughter, Nora; and son, Owen
• Played college basketball; loves golf, volleyball, softball, and every other sport

Little Known Facts:

• Financial business  is "in my blood" - both parents are financial advisors
• Fell in love with my wife when I realized she could throw a ball harder than I
• Die-hard Chicago sports fan
• Hope to coach my own kids someday