Matt Knoll, CFP®

Sr. Financial Planner

|

Moline

Phone:

(309) 797-4030

My role as a financial planner allows me to help people make progress every day toward improving their financial picture.  When I’m not meeting with clients, I run the daily trade desk activity and help with operation workflows. I was lucky enough to start working at The Planning Center as an intern in the summers of 2011 and 2012, and joined the firm full-time after graduating from Iowa State University with a degree in finance in 2013. I love building a relationship with individuals by helping them achieve some of their biggest financial goals. Seeing their smiles after they reach their goals is invaluable.

“A goal without a plan is just a wish.” [Antoine de Saint-Exupéry]

Whether I am cheering on my alma mater (Go Cyclones!) or playing music with friends, I think it is important to enjoy life to its fullest. I’m a proud husband and father and enjoy spending time with my family and friends. Understanding that everyone has their own story and making the most out of every situation are two things that I think are always important to remember.

Credentials

Affiliations: Fee-Only Planning

Education: Bachelors of Science in Finance from Iowa State University 2013

Memberships: Financial Planning Association (FPA), Young Professionals Network of the Quad Cities (YPQC), Big Brothers Big Sisters of America

Leadership: Past Co-Founder and President of the student chapter of the FPA at Iowa State University 2012

Who inspires me:
My family has always inspired me to be a good person and made me who I am today. My passion for helping others is rooted in the values I inherited from them.

My greatest extravagance (under $100):
Live music. Almost nothing beats seeing my favorite bands, but I enjoy seeing almost any kind of live show.

In my spare time:
I enjoy spending my time with my wife and son, friends, and extended family. I also enjoy being active, especially biking, and playing guitar.

Favorite destination:
My favorite place to spend summer weekends is fishing, swimming and relaxing at the family lake.

Most effective saving tip:
Automate your saving process and debt pay down. This can make building your net worth effortless and efficient.

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