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.
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/
Kay Knuth, 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, MI, MN, NC, NM, OH, TX, UT, WA, WI, and WY. No offers may be made or accepted from any resident outside the specific states referenced.
Testimonial statements and personal experience stories may not be representative of the experience of others and is no guarantee of future performance or success.
Cambridge Stronger – Hosted by Amy Webber