Jessica L. Knudsen
MPAS®, CFP®, EA, CSRP®, MS
Financial Advisor / Member Owner
“Our task must be to free ourselves by widening our circle of compassion to embrace all living creatures and the whole of nature and its beauty.” – Albert Einstein
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Jessica is a financial advisor in Savant’s Rockford, IL headquarters. She has a membership interest in Savant.
Jessica specializes in tax planning, Roth conversion planning, and detailed cash flow planning.
As a CERTIFIED FINANCIAL PLANNER® professional and Certified Specialist in Retirement PlanningSM (CSRP®), Jessica is knowledgeable in all areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding. In addition, she is an Enrolled Agent (EA), licensed by the Department of Treasury to practice before the Internal Revenue Service.
Jessica has been involved in the financial services industry since 2000.
Jessica earned a bachelor of science degree in economics with an emphasis in finance and graduated cum laude from Rockford University. She earned a master of science (MS) degree in personal financial planning and received the Master Planner Advanced StudiesSM (MPAS®) designation, both from the College for Financial Planning.
Outside of work, Jessica enjoys fostering kittens and walking adoptable dogs through Noah’s Ark Animal Shelter. She and her husband volunteer with Noah’s Ark and Winnebago County Animal Shelter to help local residents trap feral cats in their community in order to get them spayed or neutered. They also enjoy attending live music concerts at venues across the country. Jessica spends time with her many pets, gardening, sewing, and cooking.
Articles &
Media
Education &
Designations
- Rockford University
Bachelor of Science in Economics with an emphasis in Finance, cum laude - College for Financial Planning
Master of Science (MS) in Personal Financial Planning - Master Planner Advanced StudiesSM (MPAS®)
- CERTIFIED FINANCIAL PLANNER® professional
- Enrolled Agent (EA)
- Certified Specialist in Retirement PlanningSM (CSRP®)
Affiliations &
Community Service
- Noah’s Ark Animal Shelter – volunteer
- Winnebago County Animal Shelter – volunteer
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® 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.