Bob Knode
Knode Wealth Management | President and Founder
Certifications or Designations: CFP® | EA (Enrolled Agent)
About Bob
Bob Knode is the President and Founder of Knode Wealth Management, bringing over two decades of comprehensive financial planning experience to clients throughout Texas and beyond. A 2004 graduate of Texas Tech University with a Bachelor of Science degree in Personal Financial Planning, Bob has built his practice on a foundation of technical expertise and Catholic values-based investing principles.
As both a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner and an Enrolled Agent (EA), Bob offers a unique combination of investment management and tax planning expertise. His dual credentials allow him to create highly customized financial strategies while also providing advanced tax preparation services and representing clients directly with the IRS on tax matters.
Bob specializes in serving executives, small business owners, retirees, and Catholic families who seek financial guidance aligned with their faith and values. His areas of expertise include:
- Executive benefits planning and optimization
- Comprehensive tax planning and preparation
- Catholic values-based investment strategies
- Retirement planning and wealth management
- Small business financial planning
What sets Bob apart is his commitment to integrating Catholic social teaching principles into investment decisions, helping clients grow their wealth while staying true to their moral convictions. He believes that faithful stewardship and sound financial planning go hand in hand.
When he's not helping clients achieve their financial goals, Bob enjoys spending time with his wife Teresa and their five children, embracing any opportunity for outdoor adventures together. An accomplished musician, Bob also plays violin with the Symphony HEB. As a proud Texas native, he remains a devoted fan of his Texas Tech Red Raiders, the Texas Rangers, and the Dallas Cowboys.
Bob's practice reflects his personal mission: to provide exceptional financial guidance that honors both fiscal responsibility and faith-based values, helping families build lasting wealth while making a positive impact on their communities.
Address
3920 Alma Dr. Ste 304
Plano, Texas 75023



