Brandie Farnam Knebel, CFP®
Fordham University
Tell me more about Brandie Farnam Knebel, CFP®?
Brandie Farnam Knebel, CFP(r) is a highly experienced financial professional with 17 years of work experience. She specializes in investments, strategic financial planning, asset allocation, finance, and financial advisory. Based in the United States, Brandie has a strong background in the financial industry, having worked at Northwestern Mutual in various roles such as Assistant Director and Senior Financial Advisor. She has a proven track record of delivering simple, realistic, and achievable financial plans, making her a valuable asset in the field. Brandie holds an Executive Certificate in Financial Planning and a Bachelor of Science degree in Business with a dual emphasis in Finance & Marketing.
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About
When I joined Learnvest in 2012 (as planner number 2!), I took a chance on a small start-up with a mission-based dream that has since come to fruition. We've successfully created our own patented technology that enabled us to make financial planning accessible and affordable. In 2015, we were acquired by Northwestern Mutual with the goal of redefining the American approach to personal finance together. As part of this phase, we've shifted our focus and leveraged our expertise to adapt the digital planning experience to better support NM’s established nationwide network of Financial Advisors. Doing so has allowed us to expand our reach and enable NM advisors to help millions of people by delivering simple, realistic, and achievable financial plans as part of a distinctive client experience. My Credentials: I have an Executive Certificate in Financial Planning from Fordham University and a Bachelor of Science degree in Business with a dual emphasis in Finance & Marketing from the University of Colorado at Boulder. I am a CERTIFIED FINANCIAL PLANNER™ with my Series 7, Series 65, and life & health licenses (previously held my Series 31 FINRA license and Long-term Care).
...See MoreWork Experience
Assistant Director | Product Planning Experience Co-Creation Lead
Assistant Director | Planning Experience Adoption & Servicing
Assistant Director Of Quality Assurance | Financial Planning And Consulting
assistant director | planning experience px co-creation lead
QA Consultant | Planning Experience Activation
Qa Consultant | Px Activation
Financial Services
Brandie Farnam Knebel, CFP®'s Professional Milestones
- Planning Excellence Manager (2014-06-01~2015-06-01): Improving operational efficiency through effective leadership and implementing strategic initiatives.
- Certified Financial Planner (2012-03-01~2013-03-01): Developing and implementing effective financial strategies to optimize client portfolios and minimize financial risks.
Education
Comprehensive Insurance,
Investment,
Tax,
Retirement,
And Estate Planning,
Comprehensive Insurance, Investment, Tax, Retirement, And Estate Planning
2009-2009Skill
Investments
Strategic Financial Planning
Asset Allocation
Finance
Financial Advisory
Financial Planning
Financial Services
Portfolio Management
Retirement Planning
Wealth Management
Asset Management
Start Ups
Investment Strategies
Series 7
Due Diligence
Mutual Funds
Investment Advisory
Certification
Colleagues
Justin Shirky
Small Business Owner
Brently Perrigo
Business Owner | Financial Advisor
Preeti Mudili
Engineering Leader | Cloud Architect | Agile | Kafka | DevOps Automation | Transformation | OpenShift | Kubernetes | Safe® 5 Product Owner | Product Manager
Meet Patel
Financial Representative | Business Owner
Samuel Landis
Small Business Owner | Entrepreneur
Other Named Brandie Farnam Knebel, CFP®
Frequently asked questions
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Brandie Farnam Knebel, CFP®'s social media include: Linkedin,
Brandie Farnam Knebel, CFP® works for Northwestern Mutual
Brandie Farnam Knebel, CFP®'s role in Northwestern Mutual is assistant director | planning experience px co-creation lead
Brandie Farnam Knebel, CFP® works in the industry of Financial Services
Brandie Farnam Knebel, CFP®'s colleagues are Justin Shirky,Brently Perrigo,Preeti Mudili
Brandie Farnam Knebel, CFP®'s latest job experience is assistant director | planning experience px co-creation lead at Northwestern Mutual
Brandie Farnam Knebel, CFP®'s latest education in Fordham University