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Bob Knode, Cfp®, Ea Email & Phone Number

Partner & Senior Wealth Manager at QuadCap Wealth Management, LLC at QuadCap Wealth Management, LLC
Location: Dallas-Fort Worth Metroplex, United States 8 work roles 1 school
2 work emails found @quadcapwm.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 2 work emails

Work email b****@quadcapwm.com
LinkedIn Profile matched
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Current company
QuadCap Wealth Management, LLC
Role
Partner & Senior Wealth Manager at QuadCap Wealth Management, LLC
Location
Dallas-Fort Worth Metroplex, United States
Company size
24 employees

Who is Bob Knode, Cfp®, Ea? Overview

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Quick answer

Bob Knode, Cfp®, Ea is listed as Partner & Senior Wealth Manager at QuadCap Wealth Management, LLC at QuadCap Wealth Management, LLC, a with 24 employees, based in Dallas-Fort Worth Metroplex, United States. AeroLeads shows a work email signal at quadcapwm.com and a matched LinkedIn profile for Bob Knode, Cfp®, Ea.

Bob Knode, Cfp®, Ea previously worked as Partner / Senior Wealth Manager at Quadcap Wealth Management, Llc and Senior Wealth Advisor at Exencial Wealth Advisors. Bob Knode, Cfp®, Ea holds Bachelor Of Science, Personal Financial Planning from Texas Tech University.

Company email context

Email format at QuadCap Wealth Management, LLC

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*@quadcapwm.com
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AeroLeads found 2 current-domain work email signals for Bob Knode, Cfp®, Ea. Compare company email patterns before reaching out.

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Profile bio

About Bob Knode, Cfp®, Ea

My goal is to help people understand wealth management and investing, no matter the size of their net worth. I believe everyone needs to be educated on financial matters, and how beneficial financial planning can help them reach their objectives and goals in life. We work in close consultation with our clients in true partnerships to help them achieve their life goals. I take the time to know and understand the clients I work with and what is important to them.I work with individuals, families and small business owners to build comprehensive wealth management plans. I have worked closely with top executives of Fortune 500 firms and high-net-worth individuals in the following areas:* Investment Planning* Net-worth statement construction* Retirement cash flows* Employee benefit planning* Equity awards advice* Insurance needs assessment* Estate projections* Income Tax Planning and Preparation of tax returnsSpecialties: Helping individuals, families and small business owners to accomplish dreams and desires in the areas of investment and tax planning, risk management, retirement income analysis, and estate planning.

Listed skills include Investments, Wealth Management, Estate Planning, Retirement Planning, and 19 others.

Current workplace

Bob Knode, Cfp®, Ea's current company

Company context helps verify the profile and gives searchers a useful next step.

QuadCap Wealth Management, LLC
Quadcap Wealth Management, Llc
Partner & Senior Wealth Manager at QuadCap Wealth Management, LLC
Texas, United States
Website
quadcapwm.com
Employees
24
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Company profile
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8 roles

Bob Knode, Cfp®, Ea work experience

A career timeline built from the work history available for this profile.

Senior Wealth Management Specialist

Weaver

Houston, Tx, Us

Jun 2012 - Mar 2015

Wealth Manager

Tannery And Company Wealth Management

Richardson, Texas, Us

Directed the firm’s planning functions in the areas of retirement, estate, and tax as well as evaluate risk management.Held in-depth discussions with clients to understand their goals and objectives to create individual Wealth Plans.Measure financial progress, adjust course and hold clients accountable to fulfilling their dreams and aspirations.

Jul 2011 - Jun 2012
Team & coworkers

Colleagues at QuadCap Wealth Management, LLC

Other employees you can reach at quadcapwm.com. View company contacts for 24 employees →

LL Leann Lapeyri Leann Lapeyri Colleague at Quadcap Wealth Management, LlcDallas-Fort Worth Metroplex, United States View → RA Robert Alston Jr. Robert Alston Jr. Colleague at Quadcap Wealth Management, LlcTroy, Michigan, United States View → ML Megan Lezar Megan Lezar Colleague at Quadcap Wealth Management, LlcPlano, Texas, United States View → BO Bret O'Guinn Bret O'Guinn Colleague at Quadcap Wealth Management, LlcThe Colony, Texas, United States View → MR Miguel Rundstrom-Holguin Miguel Rundstrom-Holguin Colleague at Quadcap Wealth Management, LlcFrisco, Texas, United States View → JB Jennifer Blair Jennifer Blair Colleague at Quadcap Wealth Management, LlcDallas-Fort Worth Metroplex, United States View → CC Colin Calderon Colin Calderon Colleague at Quadcap Wealth Management, LlcFrisco, Texas, United States View → NL Natalie Lomas Natalie Lomas Colleague at Quadcap Wealth Management, LlcUnited States View →
1 education record

Bob Knode, Cfp®, Ea education

  • Texas Tech University
    Texas Tech University
    Personal Financial Planning
FAQ

Frequently asked questions about Bob Knode, Cfp®, Ea

Quick answers generated from the profile data available on this page.

What company does Bob Knode, Cfp®, Ea work for?

Bob Knode, Cfp®, Ea works for QuadCap Wealth Management, LLC.

What is Bob Knode, Cfp®, Ea's role at QuadCap Wealth Management, LLC?

Bob Knode, Cfp®, Ea is listed as Partner & Senior Wealth Manager at QuadCap Wealth Management, LLC at QuadCap Wealth Management, LLC.

What is Bob Knode, Cfp®, Ea's email address?

AeroLeads has found 2 work email signals at @quadcapwm.com for Bob Knode, Cfp®, Ea at QuadCap Wealth Management, LLC.

Where is Bob Knode, Cfp®, Ea based?

Bob Knode, Cfp®, Ea is based in Dallas-Fort Worth Metroplex, United States while working with QuadCap Wealth Management, LLC.

What companies has Bob Knode, Cfp®, Ea worked for?

Bob Knode, Cfp®, Ea has worked for Quadcap Wealth Management, Llc, Exencial Wealth Advisors, Weaver, Tannery And Company Wealth Management, and Avondale Wealth Managment.

Who are Bob Knode, Cfp®, Ea's colleagues at QuadCap Wealth Management, LLC?

Bob Knode, Cfp®, Ea's colleagues at QuadCap Wealth Management, LLC include Leann Lapeyri, Robert Alston Jr., Megan Lezar, Bret O'Guinn, and Miguel Rundstrom-Holguin.

How can I contact Bob Knode, Cfp®, Ea?

You can use AeroLeads to view verified contact signals for Bob Knode, Cfp®, Ea at QuadCap Wealth Management, LLC, including work email, phone, and LinkedIn data when available.

What schools did Bob Knode, Cfp®, Ea attend?

Bob Knode, Cfp®, Ea holds Bachelor Of Science, Personal Financial Planning from Texas Tech University.

What skills is Bob Knode, Cfp®, Ea known for?

Bob Knode, Cfp®, Ea is listed with skills including Investments, Wealth Management, Estate Planning, Retirement Planning, Retirement, Financial Planners, Finance, and Strategic Financial Planning.

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