Patrick McKnight, CFP®
Wealth Manager, Partner
Patrick serves as a Private Wealth Manager and a partner in Creative Planning. Patrick 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.
Patrick 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.
Patrick 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.
Patrick enjoys hiking, traveling, and any activity that involves spending time with friends and family.
Articles by Patrick McKnight, CFP®
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