Kay Knuth, CFP® professional, is the owner and founder of Knuth Financial Life Planning in Appleton, Wisconsin. She has a bachelor’s degree in business from the University of Wisconsin and holds FINRA Series 6, 7, 22, and 63 licenses, as well as security and insurance licenses. She joined Cambridge in 2007 and was a 2018 Spirit of Cambridge honoree. Kay loves her career because she wants to make a difference in people’s lives, and is passionate about helping her clients at the worst and best times of their lives. In her free time, Kay loves spending time with her husband, her sons, their significant others, and the family pets. She enjoys completing house projects, spending time at the family’s cottage, and volunteering in the community.
Knuth Financial Life Planning is located in Appleton, Wisconsin, and specializes in wealth management, retirement and estate planning, and tax strategies. The firm is designed to help make its clients’ dreams a reality, and will develop a unique strategy for each client to achieve their financial needs and goals. Kay and her team believe in providing “A” unique perspective to financial planning through approach, atmosphere, answers, and adaptability. https://www.knuthflp.com/
Integrity, commitment, flexibility, and kindness are at the core of Cambridge’s values and drive the Spirit of Cambridge. Join our host, Cambridge CEO Amy Webber, for each Cambridge Stronger episode as she invites independent financial professionals to offer insight on how they integrate values and purpose in their care for their investing clients; and hear their stories on how they got their start as well as why they are in the advice profession.
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Celebrating our 40th anniversary, we recognize it has always been about the people. Watch how Eric Schwartz, Founder and Co-Chairman of the Board, just wanted to build something wonderful.
Cambridge Stronger is a podcast series hosted by Cambridge CEO and Co-Chairman of the Board, Amy Webber. It is produced by Cambridge – a financial solutions firm where culture counts and values matter most.