John Knoll

John Knoll joined Equitable Advisors and Partners in Planning, LLC in March 2016 with previous experience in the banking and golfing industry. As a Partner within Partners In Planning, he provides holistic, comprehensive financial planning, risk management, retirement planning, and wealth preservation strategies tailored specifically to the nuanced needs of both individual clients and businesses alike. John is committed to building long-lasting relationships with his clients by working with them to identify their needs, timelines, resources, and objectives to formulate customized strategies in the areas of accumulating, protecting, and distributing wealth.

John’s planning philosophy follows a structured approach of Goals > Plan > Portfolio. This approach is deeply rooted in the formation of enduring client relationships characterized by trust and mutual understanding. He meticulously works alongside his clients to decipher and align their needs, timelines, resources, and objectives. This collaborative process is pivotal in the development and implementation of custom-tailored strategies aimed at the effective accumulation, protection, and distribution of wealth. His dedication to his clients' success transcends traditional financial planning, as he integrates insights garnered from his diverse professional background and ongoing education to foster holistic financial well-being, whether it involves charitable giving, stock option planning, or complex trust and estate planning.

John holds advanced designations from The American College, including Chartered Financial Consultant (ChFC), Retirement Income Certified Professional (RICP), and Tax Planning Certified Professional (TPCP). Additionally, he has earned the CERTIFIED FINANCIAL PLANNER^® (CFP^®) certification, and the Columbia Holistic Financial Coach certification through Columbia University in New York. His academic foundation is a Bachelor’s degree in Business Administration with dual majors in Information Technology and Marketing from Marquette University, Milwaukee, completed in 2010.

Residing in Wausau with his wife Jackie and their 4 children, John actively participates in community service through various volunteer roles, non-profit initiatives, foundations, and several board positions, embodying commitment to personal, professional, and community development.

_{CFP®, CERTIFIED FINANCIAL PLANNER}® _{Professional, and CFP (with flame logo)® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.}

_{The RICP®, (Retirement Income Certified Professional®) designation is sought by financial services sales professionals whose focus includes clients planning for their retirement income. The designation’s required curriculum is administered by The American College in Bryn Mawr, PA, which is accredited by The Middle States Commission on Higher Education, Philadelphia, PA 19104. The mark RICP® is the property of The American College and may be used only by individuals who have successfully completed the initial and ongoing certification requirements for this designation. Complaints about a designee can be made by e-mail at Registrar@TheAmericanCollege.edu. or by calling 888-263-7265. To verify a designee, visit http://www.designationcheck.com.}

_{California Insurance License #: 0M85879}

_{Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.}

_{Partners in Planning, LLC is not owned or operated by Equitable Advisors, LLC or its affiliates.}