James M. Knaus, CFP®, MSM, AEP®, CLU®, ChFC®, RICP®

Jim has had an extensive career in financial, estate, tax, insurance, and investment planning, focusing on comprehensive, fee-based financial planning. His undergraduate degree is from the University of Notre Dame, while his Masters’ of Science in Management was earned through Walsh College. His credentials include CERTIFIED FINANCIAL PLANNER™ as well as Accredited Estate Planner, Chartered Life Underwriter, Chartered Financial Consultant and Retirement Income Certified Professional. In addition, he was the Faculty Chair for Oakland University’s Personal Financial Planning Program where he taught Retirement Planning and the Financial Plan Development Course. Jim is widely quoted, having been featured in Money, Time, Forbes, Dow Jones Investment Advisor, The Detroit News, Detroit Free Press and other publications. He has frequently appeared on both WDIV and WJBK television in Detroit plus CNBC, dealing with financial topics. Jim also writes extensively and edits materials prepared by other planning professionals.