William T. Knight, CFP®, AWMA®, PPC®
-
William T. Knight, CFP®, AWMA®, PPC®
WILLIAM T. KNIGHT, CFP®, AWMA®, PPC®
William T. Knight (Bill), CFP®, AWMA®, PPC® is a Wealth Advisor with Legend Financial Advisors, Inc.® (Legend). Bill thrives on servicing and developing client relationships. He takes a thorough approach to financial planning and investment management by tailoring each strategy to meet a client’s individual financial goals.
Bill had previously been an intern with Legend from 2007 to 2010 and worked at the firm full-time from 2011 to 2014. Bill returned to Legend in 2020 and has been an integral part of the Advisory Team.
As a Wealth Advisor at Legend, Bill assists all types of clients with their financial planning and investment needs. Bill’s primary responsibilities include meeting with clients, performing investment research, overseeing securities trades, creating financial planning analyses for clients and assisting in training and development of staff members. Bill is a member of the firm’s Investment Committee. Bill is also experienced with the Bloomberg Investment Service, Morningstar Workstation, eMoney Advisor, Zacks Investment Research services as well as a number of other investment research and financial planning tools.
Bill also works with clients with 401(k) and/or 403(b) Plans, helping them make important decisions about saving for retirement. As a Professional Plan Consultant® (PPC®), Bill’s advanced study and training in this area provides expertise and understanding of ERISA requirements for employer-sponsored retirement plans and implement plan services with a Fiduciary standard of care. Some of the benefits of working with a PPC® include: mitigate risk by understanding the regulatory bodies that govern employer-sponsored plans; increase practice efficiency and effectiveness by implementing a prudent process; improve plan service models by identifying common shortfalls. As a result of being a PPC®, Bill has the distinction of being a retirement plan specialist.
Bill is a member of FeeOnlyNetwork.com which elevates the visibility of fee-only financial advisors.
He graduated from the University of Pittsburgh with a Bachelor’s of Science degree in Business Administration with a major in Finance. Bill is a native of Pittsburgh’s North Hills and currently resides in Oakland. Bill is fluent in Spanish. In his free time, Bill enjoys spending time with his family and pursuing hobbies in health, fitness, and Latin dancing.
Schedule a Free Appointment to discuss your personal financial situation.