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Matt Knoll

Sr. Planning Analyst

Quad Cities

My responsibilities as a senior planning analyst involve running the back office operations and the trade desk, as well as assisting the lead planners in client meetings. My hybrid role allows me to help people make progress every day toward improving their financial picture. 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. I love building a relationship with clients 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 making music with my friends, I think it is important to enjoy life to its fullest. Having lived in many different locations throughout my childhood I have been able to meet a variety of people and discover new places and ways of doing things. 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)

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 playing intramural sports, making music, and spending time with friends and family.

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.

100 Percent
Fee-Only

Fiduciary

We work directly for our clients and put client’s interests first

50
Year Vision

Forward Looking

We make decisions with future generations in mind

10+ Years
Avg. Client
Relationship

Collaboration

We build powerful relationships by working towards common goals

1998
Year
Established

Responsibility

We hold ourselves accountable for pursuing the highest standards

100 Percent
Independent

Objectivity

We listen and keep an open mind

232 Years
Combined
Experience

Wisdom

We learn and teach continuously

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