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Home > About > James M. Knaus

James M. Knaus, CFP®

James Knaus

James M. Knaus, CFP® is a practitioner in Troy, Michigan, specializing in comprehensive financial planning on a fee basis. With over 35 years of experience, Jim has amassed unique breadth and depth in the financial arena.

Mr. Knaus is also the Faculty Chair at Oakland University’s Personal Financial Planning Program, and teaches the Survey class as well as the Advanced Case Study. His evaluations are consistently superior, as he delivers innovative, fresh and entertaining programs.

Jim has appeared in significant numbers of media opportunities, offering his expertise and insight. His most recent features include:

  • Featured Certified Financial Planner™ in The Detroit News Money Makeover section six times since 2003.
  • Two appearances on WDIV Channel 4 in Detroit during 2003.
  • Special interview on CNBC regarding disability insurance and retirement issues.
  • Quoted in Time, Money, Bankrate.com, Financial Planning Interactive, TheStreet.com, Detroit Free Press.

In addition, Jim writes extensively and edits materials prepared by other professionals.

  • He is a contributing author for the National Certification Examination prepared by Certified Financial Planner Board of Standards, and has seven cases accepted for use.
  • Annually, he updates the popular “Financial Planning in Retirement” in Advising the Older Client published by ICLE in Michigan.

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Topic List for CFP® Certification Examination Copyright © 2005-2006, Certified Financial Planner Board of Standards, Inc. All rights reserved. Used with permission.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)®, which it awards to individuals who successfully complete initial and ongoing requirements. “Keir Educational Resources is a Review Course Provider for the CFP® Certification Examination administered by Certified Financial Planner Board of Standards, Inc. CFP Board does not endorse any review course nor receive any financial remunerations from Review Course Providers.”