Brian’s Approach
Brian J. Knabe
MD, CFP®, CMP®
Financial Advisor / Member Owner
Overview
Brian Knabe serves as a financial advisor in our offices in Rockford, Illinois, and Park Falls, Wisconsin. As a CERTIFIED FINANCIAL PLANNER® professional and Certified Medical PlannerTM (CMP®), he focuses on comprehensive financial planning, including wealth transfer and philanthropy, proactive income and estate tax strategies, retirement cash flow projections, retirement income optimization, insurance analysis, debt management, and education funding.
Brian entered the financial services industry in 2007. He is a clinical assistant professor in the Department of Family Medicine at the University of Illinois. He teaches investment and retirement planning courses at Rock Valley College in Rockford and Beloit College in Beloit, Wisconsin. He is a member of the Catholic Medical Association, and he serves on the board of The Haven Network.
Brian graduated magna cum laude from Marquette University with an honors degree in biomedical engineering. He earned a Doctor of Medicine (MD) from the University of Illinois College of Medicine and completed his family practice residency at the University of Illinois, where he served as chief resident. He also holds a certificate in financial planning from Marquette University.
Away from work, Brian enjoys reading and outdoor activities such as camping and fishing. He and his wife, Sandra, have 10 children and eight grandchildren.
Areas of Focus
Comprehensive Wealth Management
Integrated guidance for your full financial life, bringing together investment, tax, estate, and retirement planning to support your goals.
Financial Planning
Our planning process helps you evaluate key areas of your financial life, uncover opportunities, and make decisions aligned with your goals.
Investment Management
Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.
Estate Planning & Wealth Transfer
Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.
Trust Services
Comprehensive trust administration supported by integrated investment, tax, estate, charitable, and business succession planning services.
Education
- Marquette University
Bachelor of Science in Biomedical Engineering, magna cum laude - University of Illinois College of Medicine
Doctor of Medicine (MD)
- University of Illinois
Family Practice Residency, Chief Resident
Professional Designations
- CERTIFIED FINANCIAL PLANNER® professional
- Certified Medical Planner®
Affiliations
- University of Illinois Department of Family Medicine – clinical assistant professor
- Rock Valley College – teacher
- Beloit College – teacher
- Catholic Medical Association – member
- The Haven Network – board member
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
Flattening the Curve Part II: The Power of Time and Compounding
https://savantwealth.com/savant-views-news/article/flattening-the-curve-part-ii-the-power-of-time-and-compounding/
Let’s All Do Our Part to “Flatten the Curve”
Here are answers to some of your COVID-19 questions, provided by Brian J. Knabe, MD, CFP®, CMP®, one of…
All Insights by Brian J. Knabe
2 insights
Flattening the Curve Part II: The Power of Time and Compounding
https://savantwealth.com/savant-views-news/article/flattening-the-curve-part-ii-the-power-of-time-and-compounding/
Let’s All Do Our Part to “Flatten the Curve”
Here are answers to some of your COVID-19 questions, provided by Brian J. Knabe, MD, CFP®, CMP®, one of…
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CFP®
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.