Meet Brian J. Knabe MD CFP™ CMP™

A New ME-P Thought-Leader

By Ann Miller; RN, MHA

[Executive Director]Brian J. Knabe MD

Brian J Knabe MD is a financial advisor with Savant Capital Management www.SavantCapital.com. He uses his experience from the medical field in his work with clients, portfolio managers, physicians and other financial advisors to develop comprehensive planning, investment, and tax strategies for professionals.

Medical and Financial Background

Brian is a magna cum laude graduate of Marquette University with an honors degree in biomedical engineering. He earned his medical degree from the University Illinois College of Medicine. Brian also attended the University of Illinois for his family practice residency, where he served as chief resident. Brian is currently pursuing his Certified Financial Planner (CFP®) designation, and he recently passed the exam.

Certified Medical Planner™

Dr. Knabe is also matriculating in the online www.CertifiedMedicalPlanner.org [CMP™] charter-designation program for financial advisors and medical management consultants, from the Institute of Medical Business Advisors, Inc.

Personal Background

As if the above were not enough to keep him busy, Brian is also a clinical assistant professor in the Department of Family Medicine with the University of Illinois. He is a member of several professional organizations, including the American Academy of Family Physicians, the American Medical Association [AMA], and the Catholic Medical Association. Brian has also served as the vice president of membership for the Blackhawk Area Council of the Boy Scouts of America.

Our Congratulations

And so, we trust all ME-P readers will give a congratulatory “shout-out” to Brian J. Knabe MD, our newest “thought-leader.” Read his position paper here:

Evidence Based Investing [A Scientific Framework for the Art of Investing]

Link: Evidence Based Investing[1][1]

We trust we will hear much more from him in the future.

Conclusion

And so, your thoughts and comments on this Medical Executive-Post are appreciated. Tell us what you think about the credentials of Dr. Knabe. Is this extreme education a new-wave of fiduciary focus for all financial advisors and planners in the healthcare space? Feel free to review our top-left column, and top-right sidebar materials, links, URLs and related websites, too. Then, be sure to subscribe to the ME-P. It is fast, free and secure.

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One Response

  1. Savant Capital Management: Savant advisor earns several notable designations and recognitions 9/22/2010

    Dr. Brian J. Knabe’s recent accomplishments highlight Savant’s unique expertise

    Madison, WI (September 21, 2010) – Savant Capital Management, a nationally recognized fee-only wealth management with offices in Madison , today announced that financial advisor Dr. Brian Knabe recently earned several professional designations and authorship recognitions. The accomplishments further underscore Savant’s unique expertise to provide world-class financial planning and investment advice to clients.

    A medical doctor-turned financial advisor at Savant Capital Management, Dr. Knabe has been with the firm since 2007. He utilizes his experience from the medical field as he works with clients, advisors, portfolio managers, and planners to develop comprehensive planning, investment, and tax strategies for professionals.

    Designations Earned

    Dr. Knabe recently earned his Certified Medical Planner (CMP) professional designation. The CMP program imparts the healthcare industrial complex specificity – physician focused financial planning knowledge – and integrated medical practice management expertise that is needed to help devise solutions and raise the bar of advisory competence for all those serving medical professionals.

    http://www.CertifiedMedicalPlanner.org

    He also recently earned his Certified Financial Planner designation. According to the CFP Board of Standards, Inc., CFP® certificants must pass the comprehensive CFP® Certification Examination, pass CFP Board’s Candidate Fitness Standards, agree to abide by CFP Board’s Code of Ethics and Professional Responsibility which puts clients’ interests first, and comply with the Financial Planning Practice Standards which spell out what clients should be able to reasonably expect from the financial planning engagement. To become certified, applicants must complete the “4 E’s” – Education, Examination, Experience and Ethics.

    Dr. Knabe also was designated as a Fellow of the American Academy of Family Physicians (AAFP). Fellows of the AAFP are recognized as Champions of Family Medicine for their advancement of health care to the American people and their professional development through medical education and research. >From a personal perspective, being a Fellow signifies one’s additional work in their community within organized medicine, within teaching, and a greater commitment to continuing professional development and/or research. Dr. Knabe will receive his official designation at a convocation ceremony at the annual AAFP meeting in Denver later this month.

    Authorship Recognition

    Dr. Knabe also co-authored a chapter in the latest edition of The Business of Medical Practice. The focus of the chapter is regarding physician compensation. Additionally, he has co-authored a chapter in another book entitled “Adventures in Medicine: The Resident’s Guide to Life and Practice” which is designed for use by graduating medical residents as they embark on their careers.

    http://www.BusinessofMedicalPractice.com

    Dr. Knabe continues to practice medicine and teach courses at the University of Illinois where he is a Clinical Assistant Professor of Family Medicine. He is a magna cum laude graduate of Marquette University with an honors degree in biomedical engineering. He earned his medical degree from the University of Illinois College of Medicine. Dr. Knabe also attended the University of Illinois for his family practice residency, where he served as chief resident.

    About Savant Capital Management, Inc.

    Savant Capital Management, Inc. offers investment management, financial planning, and family office services to financially established individuals, trust funds, retirement plans and non-profit organizations.

    Savant is regularly recognized among the top wealth managers in the United States. Savant was named the top independent advisor in Illinois by Chicago Magazine. Savant was named by Barron’s magazine as one of the 100 best independent financial advisors in the United States for the last four consecutive years, and Inc. magazine named the firm as the fastest growing Registered Investment Advisor in Illinois. For the past seven years, Savant earned a place on Bloomberg Wealth Manager’s Top Wealth Managers list. Savant also was recognized as one of the nation’s top 100 financial advisors by Worth magazine from 1997 through 2008; the survey was discontinued in 2009.

    For more information on Savant Capital Management, log-on to http://www.savantcapital.com.

    Savant Capital Management, Inc. is a Registered Investment Advisor. This announcement is only intended for interested investors residing in states in which the Advisor is qualified to provide investment advisory services. Please contact the Advisor to find out if they are qualified to provide investment advisory services in the state where you reside. Savant’s marketing material should not be construed by any existing or prospective client as a guarantee that they will experience a certain level of results if they engage the adviser’s services and includes lists or rankings published by magazines and other sources which are generally based exclusively on information prepared and submitted by the recognized adviser. The Adviser does not attempt to furnish personalized investment advice or services through this publication. Past performance is no guarantee of future results.

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