Patrick McKnight

Patrick McKnight

Portefeuillebeheerder-Aandelen bij Creative Planning LLC

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Mr. Patrick C.
McKnight is a Wealth Manager & Partner at Creative Planning LLC.
He works directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life including investments, tax planning, risk management, retirement, employee benefits and estate planning.
He brings to his clients more than 8 years of experience in the wealth management industry.
Prior to joining Creative Planning, he worked for a Registered Investment Advisory firm as a Portfolio Manager where he was responsible for having robust knowledge of his clients’ circumstances and providing them with comprehensive wealth management.
He earned a Bachelor of Science degree in Business Administration from Beloit College.
Patrick is also a Certified Financial Planner professional as designated by the Certified Financial Planner Board of Standards.

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Portefeuillebeheerder-Aandelen 01-12-2021
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Beloit College Undergraduate Degree

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