John Knoll, RICP®
John Knoll joined AXA Advisors and Partners in Planning, LLC in March 2016 with previous experience in the banking and golfing industry. As a financial consultant, he provides risk management, retirement planning, and wealth preservation strategies to individuals and businesses through over 100 different companies.
John is committed to building long-lasting relationships with his clients by working with them to identify their needs, timelines, resources, and objectives in order to formulate customized strategies in the areas of protecting and distributing wealth.
John attended Marquette University in Milwaukee, Wisconsin, where he graduated with honors in 2010 with a Bachelor’s degree in Business Administration, with a double major in Information Technology and Marketing. He played on the baseball team at Marquette; and also had the opportunity to travel to India to visit various IT firms within the country.
John joined the membership ranks of the Professional Golfers Association (PGA) of America in 2013, and continues to maintain membership with the organization. He mirrors his golf instruction techniques by orchestrating long-term development and implementation of goals set forth by his clients. Working together as a unified team, he and his clients achieve success by identifying focus areas and concentrating to refine and optimize them.
John also spent time in the banking world, honing his skills and knowledge of the financial industry before joining Partners in Planning, LLC, which conducts AXA Advisors and AXA Network’s business. He holds his FINRA Securities Registrations Series 7, 63, and 65, as well as Life and Accident & Health Insurance licenses.
John lives in Wausau with Jackie – his wife, and children, and remains active within the community through several volunteer and non-profit initiatives.
California Insurance License #: 0M85879
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