James Knaus

James Knaus Email and Phone Number

Author: The Planner Trilogy @ Troy, MI, US
Troy, MI, US
James Knaus's Location
Troy, Michigan, United States, United States
James Knaus's Contact Details
About James Knaus

Over forty years of experience in financial, investment, insurance, tax, retirement and estate planning.Specialties: Chartered Financial Consultant, Chartered Life Underwriter, Retirement Income Certified Professional; Former Chair of the CFP Board of Examiners; Former Member of the Disciplinary and Ethics Commission and Former Member of the Appeals Panel of the CFP Board of Standards; Formet Faculty Chair at Oakland University's Personal Financial Planning Program.

James Knaus's Current Company Details
Self-employed

Self-Employed

Author: The Planner Trilogy
Troy, MI, US
James Knaus Work Experience Details
  • Author: The Planner Trilogy
    Troy, Mi, Us
  • Self-Employed
    Author: The Planner Trilogy
    Self-Employed Jan 2021 - Present
    Currently working on the sequel to The Planner Trilogy
  • Global Wealth Advisors Llc
    Chartered Financial Consultant
    Global Wealth Advisors Llc Jan 2006 - Present
  • Fifth Third Bank
    Vice President
    Fifth Third Bank Mar 1994 - Jan 1997
    Responsible for both personal and employee benefit trust business development in Southeastern Michigan.
    View
  • Comerica Bank
    Vice President
    Comerica Bank 1983 - 1992
    View

James Knaus Skills

Retirement Planning Estate Planning Strategic Financial Planning Retirement Financial Advisory Investments Investment Advisory Investment Management Wealth Management Small Business Insurance Tax Finance Mutual Funds Wealth Long Term Care Asset Management Financial Planners Iras Personal Financial Planning Personal Finance Portfolio Management Training 401k Asset Allocation Employee Benefits Investment Strategies Financial Goals Disability Insurance Financial Planning Teaching And Seminars Writing And Editing

James Knaus Education Details

Frequently Asked Questions about James Knaus

What company does James Knaus work for?

James Knaus works for Self-Employed

What is James Knaus's role at the current company?

James Knaus's current role is Author: The Planner Trilogy.

What is James Knaus's email address?

James Knaus's email address is jk****@****dia.org

What is James Knaus's direct phone number?

James Knaus's direct phone number is +131383*****

What schools did James Knaus attend?

James Knaus attended University Of Notre Dame, Walsh College, The American College, Udjhs.

What are some of James Knaus's interests?

James Knaus has interest in Professional Networking.

What skills is James Knaus known for?

James Knaus has skills like Retirement Planning, Estate Planning, Strategic Financial Planning, Retirement, Financial Advisory, Investments, Investment Advisory, Investment Management, Wealth Management, Small Business, Insurance, Tax.

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