Advisor at Knode Wealth Management LLC
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Firm
Knode Wealth Management LLC
Location
Plano, TX 75023
Credentials
CFP®, EA
Industry experience
14 years
Bob Knode is the President and Founder of Knode Wealth Management, bringing over two decades of comprehensive financial planning experience to clients throughout Texas and beyond.
A 2004 graduate of Texas Tech University with a Bachelor of Science degree in Personal Financial Planning, Bob has built his practice on a foundation of technical expertise and Catholic values-based investing principles.
As both a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner and an Enrolled Agent (EA), Bob offers a unique combination of investment management and tax planning expertise. His dual credentials allow him to create highly customized financial strategies while also providing advanced tax preparation services and representing clients directly with the IRS on tax matters.
Bob specializes in serving executives, small business owners, retirees, and Catholic families who seek financial guidance aligned with their faith and values. His areas of expertise include:
-Executive benefits planning and optimization -Comprehensive tax planning and preparation -Catholic values-based investment strategies -Retirement planning and wealth management -Small business financial planning
Based on Knode Wealth Management LLC
1%
3920 Alma Dr., Ste 304
Plano, TX 75023
Texas
Knode Wealth Management LLC
2025 - Present (1 year)
Knode Wealth Management LLC
2025 - Present (1 year)
QuadCap Wealth Management, LLC
2019 - 2025 (6 years)
Exencial Wealth Advisors
2015 - 2019 (4 years)
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Bank
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
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Other specialized services
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Verified by Warmer
Series 63, Series 66
Frisco, TX
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Series 63, Series 65, Series 66
Frisco, TX
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ChFC®
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Series 63
Richardson, TX
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Series 63, Series 65
Plano, TX
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Series 63
Addison, TX
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