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 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.
Akron,Ohio,United States
Financial Services
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Gerry Knotek works for Sequoia Financial Group
Gerry Knotek's role in Sequoia Financial Group is Executive Vice President | Chief Compliance Officer
Gerry Knotek's latest job experience is Executive Vice President | Chief Compliance Officer at Sequoia Financial Group
Gerry Knotek's latest education in Miami University