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.

Latest Posts

Smart Money Moves to Make When Buying a New Car

May 24, 2022

By Matt Knoll, CFP® Sr. Financial Planner If you’re considering buying a new car there’s a lot to think about. Buy or lease? Make and

Understanding Your Stock’s Cost Basis

March 21, 2022

By Matt Knoll, CFP® & Caleb Arringdale, EA What is Cost Basis? Cost basis is the original value of a share of stock. Because stock prices go up

Trading Tools and Practices That Add Value to Your Portfolio

October 20, 2021

By Matt Knoll, CFP ®, Sr. Financial Planner When looking under the hood of your investment portfolio, you will notice three practices working together to

Your Money, Your Mind, and Your Investment Methods

July 26, 2021

Matt Knoll, CFP® and Amber Miller, CFP®, CSRIC® recently presented Your Money, Your Mind, and Your Investment Methods, as part of the Expedition to Retirement

It’s Not Too Early: Money Saving Tips for Your Kids

May 18, 2021

By Matt Knoll, CFP ®, Sr. Financial Planner Kids build their foundational skills and habits for life as they grow up, and as a parent

Cash Course: Exploring the early retirement movement

June 11, 2019

Matt Knoll discusses the FIRE movement and how people can plan ahead if they are seeking early retirement to obtain financial independence. Read the whole

Return to Team

We’d like to meet you!

Schedule a free 15 minute conversation and we’ll spend a few minutes getting to know each other so we can learn if what you are seeking and what we provide are a good fit for each other. If it seems like a fit, we’ll talk about next steps. If we’re not, we’ll help you find the right group for your needs.

Make Smarter Decisions

Stay informed with the latest financial insights from our experts.

Phone: (888) 333-6986

Locations

ALASKA
310 K Street
Suite 405
Anchorage, AK 99501

FRESNO
7473 N. Ingram Avenue
Suite 107
Fresno, CA 93711

QUAD CITIES
1615 Fifth Avenue
Moline, Illinois 61265

IOWA CITY
136 S Dubuque St,
Iowa City, IA 52240

CHICAGO
303 West Erie Street
Suite 311
Chicago, IL 60654

NEW ORLEANS
1521 Washington Ave.
Suite B
New Orleans, LA 70115

TWIN CITIES
800 N Washington Ave.
Suite 701
Minneapolis, MN 55401

ALASKA
1407 W 31st Ave.
#302
Anchorage, AK 99503