Is a Female Financial Advisor Right for You?
Written by: Rachel Infante, CFP® CSRIC® CDFA®
When it comes to financial planning, people tend to gravitate toward advisors who align with their...
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At Birchwood, John Knuf works closely with Steve Dixon to choose the investments for our clients’ portfolios, based on what the advisors recommend. He also reviews portfolio performance and watches for underperforming investments.
John has a strong knowledge of the structure and workings of investments and mutual funds from his time at Charles Schwab. Once he has a grasp of what a client needs, he thinks both inside and outside of the box to assist the advisors to create a plan.
Outside of Birchwood, John enjoys exploring the town and seeking new hot spots for outdoor activities.
John hails from Cincinnati but came to Minneapolis by way of Phoenix. Originally in the manufacturing field, John went looking for a change and learned about a broker training program at Charles Schwab through friends in the industry. He successfully tested into the program and was offered a position in Phoenix. After receiving several broker licenses, he became a relationship manager for Schwab Advisor ServicesTM (formerly Schwab Institutional). John managed the issues and requests of his clients, gaining valuable trading and investment experience along the way.
3300 Edinborough Way, Suite 610
Edina, MN 55435
Phone: 952-885-9088
Email: info@birchwoodfp.com
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