Manager And Owner
Money Skills Llc
AeroLeads people directory · profile
Bryan Knutson Cfp® Email & Phone Number
Manager and Owner
at
Money Skills LLC
1 work email found
@cutler.com
7 phones found area 206, 425, and 617
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Money Skills LLC
Role
Manager and Owner
Location
Seattle, Washington, United States
Who is Bryan Knutson Cfp®? Overview
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Quick answer
Bryan Knutson Cfp® is listed as Manager and Owner at Money Skills LLC, based in Seattle, Washington, United States. AeroLeads shows a work email signal at cutler.com, phone signal with area code 206, 425, 617, and a matched LinkedIn profile for Bryan Knutson Cfp®.
Bryan Knutson Cfp® previously worked as Manager/Owner at Money Skills Llc and Senior Wealth Management Advisor at Cutler Investment Group. Bryan Knutson Cfp® holds Bachelor Of Arts, History from Dartmouth College.
Company email context
Email format at Money Skills LLC
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{first}@cutler.com
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AeroLeads found 1 current-domain work email signal for Bryan Knutson Cfp®. Compare company email patterns before reaching out.
Profile bio
About Bryan Knutson Cfp®
I have roughly 25 years of experience in wealth management, portfolio management, investment research. I am now using this broad knowledge base to develop instruction for young people to build their knowledge in financial basic needs like savings, credit usage, budgeting, stocks and bonds, basic investment research and screening, and understanding risk exposure.My extensive time in this field has shown me that good money habits are a key component to building confidence in making financial choices. I want to help instill this confidence in people at a much younger age than my generation had, and alleviate some of the concerns people have about money by providing skills and building competencies.
Listed skills include Asset Allocation, Finance, Wealth Management, Investment Management, and 6 others.
Current workplace
Bryan Knutson Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Money Skills Llc
7 roles · 25 years
Bryan Knutson Cfp® work experience
A career timeline built from the work history available for this profile.
Manager/Owner
Current
Money Skills Llc
After several months of development, we are ready to launch. Money Skills is dedicated to providing core financial basics for middle schoolers, high schoolers. and college age/young employees. We will start off with 2 core sessions: the first about savings/credit/budgeting, and the second about investing basics/stocks and bonds/risk analysis. I will offer live, in-person sessions around the Puget Sound area, and the sessions will be tailored to each of the respective groups referenced above. This will not be "brought to you by" a vendor or product, this is truly unconflicted information to give young people the basics they can use to make prudent decisions for their futures. Additional courses will be made available over time, but I will start with the core sessions while we build the user base.Please reach out if you have any questions or want to discuss ideas. My website is a "work in progress" and will be rolled out soon. Meanwhile, the presentations are ready to go and I am open to scheduling sessions. I will be scheduling session times/locations ahead of time soon, but in this initial phase I am flexible to times and meeting locations.
May 2024 - Present
Senior Wealth Management Advisor
Stepping away from the financial services world for now. Next steps for helping kids develop financial skills are in the works soon
Jun 2018 - Dec 2023
Wealth Management Advisor
Pacific Portfolio Consulting
In my role, I work closely with clients in areas such as: asset review and allocation recommendations, implementation of agreed allocation model, regular review of portfolio risk and return metrics, market and economic discussions, cash flow/sustainability projections, gifting and spending strategies, estate planning scenarios, and other aspects of their financial lives.
Apr 2011 - Mar 2018
Senior Client Analyst
Laird Norton Tyee
Promoted to Senior analyst in January 2010
2006 - Apr 2011
Client Analyst
Laird Norton Tyee
2006 - 2009
~3 yrs
Finance Manager
Northwest Tactical
2002 - 2005
~3 yrs
2 education records
Bryan Knutson Cfp® education
Bachelor Of Arts, History
Dartmouth College
Education record
Interlake High
FAQ
Frequently asked questions about Bryan Knutson Cfp®
Quick answers generated from the profile data available on this page.
What company does Bryan Knutson Cfp® work for?
Bryan Knutson Cfp® works for Money Skills LLC.
What is Bryan Knutson Cfp®'s role at Money Skills LLC?
Bryan Knutson Cfp® is listed as Manager and Owner at Money Skills LLC.
What is Bryan Knutson Cfp®'s email address?
AeroLeads has found 1 work email signal at @cutler.com for Bryan Knutson Cfp® at Money Skills LLC.
What is Bryan Knutson Cfp®'s phone number?
AeroLeads has found 7 phone signal(s) with area code 206, 425, 617 for Bryan Knutson Cfp® at Money Skills LLC.
Where is Bryan Knutson Cfp® based?
Bryan Knutson Cfp® is based in Seattle, Washington, United States while working with Money Skills LLC.
What companies has Bryan Knutson Cfp® worked for?
Bryan Knutson Cfp® has worked for Money Skills Llc, Cutler Investment Group, Pacific Portfolio Consulting, Laird Norton Tyee, and Northwest Tactical.
How can I contact Bryan Knutson Cfp®?
You can use AeroLeads to view verified contact signals for Bryan Knutson Cfp® at Money Skills LLC, including work email, phone, and LinkedIn data when available.
What schools did Bryan Knutson Cfp® attend?
Bryan Knutson Cfp® holds Bachelor Of Arts, History from Dartmouth College.
What skills is Bryan Knutson Cfp® known for?
Bryan Knutson Cfp® is listed with skills including Asset Allocation, Finance, Wealth Management, Investment Management, Estate Planning, Investments, Portfolio Management, and Retirement Planning.
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