Gerry Knotek

Sequoia Financial Group

Miami University

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About

As a financial planner, I value the opportunity to help people as they work to reach their financial goals and navigate the challenges they face along the way. In particular, I provide comprehensive planning for individuals and small businesses in the areas of retirement planning, investment management, insurance strategies, asset allocation, and estate and succession planning. One of my passions is helping my business owner clients plan for the transition from their current venture into the next phase of their lives. My background as a CPA allows me to make those transitions as seamless as possible. Additionally, my previous experience in the “big” firms has given me a great perspective to pass onto my clients. In turn, my clients have given me their trust and confidence, which is something I appreciate each and every day.

Gerry Knotek In Short

Gerry Knotek is a financial planner with 23.3 years of experience. Based in Cleveland, Ohio, he specializes in providing comprehensive planning for individuals and small businesses in retirement planning, investment management, insurance strategies, asset allocation, and estate and succession planning. Gerry's passion lies in helping his business owner clients plan for the transition from their current venture into their lives. With a background as a CPA, he has a great perspective to pass on his clients, allowing them to trust and confidence in their financial goals.

Gerry Knotek's Professional Milestones

  • Executive Vice President | Chief Compliance Officer (2000-01-01~): Implemented robust regulatory approval framework, ensuring adherence to all regulatory standards and regulations.
  • Executive Vice President | Chief Compliance Officer (2000-01-01~): Implemented robust regulatory compliance measures, ensuring adherence to all regulatory requirements and mitigating risks.

Gerry Knotek's Emails and Phone Numbers

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Work Experience

Sequoia Financial Group

Akron,Ohio,United States

Financial Services

198
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Education

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Certification

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Frequently asked questions

What is Gerry Knotek's email address?

We found 1 Gerry Knotek's email addresses

What is Gerry Knotek's phone numbers?

We found 2 Gerry Knotek's phone numbers

Which social media profiles does Gerry Knotek have?

Gerry Knotek's social media include: Linkedin, 

What company does Gerry Knotek work for?

Gerry Knotek works for Sequoia Financial Group

What is Gerry Knotek's role in Sequoia Financial Group?

Gerry Knotek's role in Sequoia Financial Group is Executive Vice President | Chief Compliance Officer

Which industry does Gerry Knotek work in?
Gerry Knotek works in the industry of Financial Services
Who are Gerry Knotek's colleagues?
Gerry Knotek's colleagues are Trevor R Chuna, CFP®, AEP®, CTFA, MSFS,Joseph Glick,Trevor R Chuna, CFP®, AEP®, CTFA, MSFS
What is Gerry Knotek's latest job experience?

Gerry Knotek's latest job experience is Executive Vice President | Chief Compliance Officer at Sequoia Financial Group

What is Gerry Knotek's latest education?

Gerry Knotek's latest education in Miami University

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Gerry Knotek is a financial planner with 23.3 years of experience. Based in Cleveland, Ohio, he specializes in providing comprehensive planning for individuals and small businesses in retirement planning, investment management, insurance strategies, asset allocation, and estate and succession planning. Gerry's passion lies in helping his business owner clients plan for the transition from their current venture into their lives. With a background as a CPA, he has a great perspective to pass on his clients, allowing them to trust and confidence in their financial goals.
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