Kay Knuth, CFP®
Kay Knuth, CFP is the owner and founder of Knuth Financial Life Planning where she is ushering it into its 15th anniversary. As a Certified Financial Planner™ professional, Kay has been helping clients achieve financial security for over 30 years. The focus of her firm is comprehensive Wealth Management for individuals, families, and business owners. Kay and her team take all aspects and stages of life (i.e., resources, opinions, emotions, multiple generations, etc.) into consideration while working with their clients in a casual, comfortable environment.
With significant life experiences in business, Kay is an advocate for educating and empowering women to play a role in family finances. In addition, she coaches clients through career and employment choices. Counseling women and families in various forms of transition is a specialty that Kay treats seriously, with reverence and compassion.
Staying on the forefront of the financial planning arena, Kay is a past Board member of the Wisconsin Chapter of the Financial Planning Association (FPA). She pursues continuing education and practice management sessions provided by the FPA and Cambridge Investment Management, our clearing firm, and Registered Investment Advisory firm. Maintaining current updates and new innovations allows the firm to best serve existing clients. In addition, Kay is an active member of PEO (Philanthropic Educational Organization for Women), working to help fund educational opportunities for women.
Kay earned her business degree from University of Wisconsin, Eau Claire. In 1987 she completed her CFP® certification through the College for Financial Planning. She also holds security and insurance licenses.
As depicted below, she is a bona fide “tree-hugger”. Kay’s husband Mark and she have two adult sons; Parker (wife Marissa) and grand-dog Annie, as well as Kolby (wife Teresa), who adopted Henry (the French Bulldog). They join Otto, Mark, and Kay’s Miniature Schnauzer, in making their lives better. In her free time, Kay likes to read, cook, go to yoga, and do home remodel projects with her family. The entire Knuth family enjoys making meals together, spending time with family and friends at the cottage, and taking family vacations.
Check the background of investment professionals on FINRA's BrokerCheck.
901 S Lawe St | Appleton, WI 54915
Phone: 920.830.2077 | Fax: 920.830.2049
Email Us
Kay Knuth, Kolby Knuth, and Chris Hoffman, Registered Representative, Securities offered through Cambridge Investment Research, Inc. a Broker/Dealer, Member FINRA/SIPC Investment Advisor Representative. Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Knuth Financial Life Planning are not affiliated. This communication is strictly intended for individuals residing in the states of AZ, CA, FL, GA, IA, IL, IN, KS, MA, MD, MI, MO, MN, NC, NM, SD, TX, UT, WA, WI, and WY. No offers may be made or accepted from any resident outside the specific states referenced.
The information being provided is strictly as a courtesy. When you access this link you are leaving our website and assume total responsibility for your use of the website you are linking to. We make no representation as to the completeness or accuracy of information provided at this website. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website.
Cambridge’s Form CRS (Customer Relationship Summary)
The recognition of Best of the Valley is not representative of investment performance or returns of rep/advisors.