Brandie Farnam Knebel, CFP®
assistant director | planning experience px co-creation lead@ Northwestern Mutual
Greater Phoenix Area
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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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Emails and Phone Numbers

@northwesternmutual.com
+1 414271****
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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).

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Work Experience

720 East Wisconsin Avenue, Milwaukee, WI, 53202-4797, US

Financial Services

34828
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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.
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Education

Fordham University
Fordham University

Comprehensive Insurance,

Investment,

Tax,

Retirement,

And Estate Planning,

Comprehensive Insurance, Investment, Tax, Retirement, And Estate Planning

2009-2009
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