CFP®, BS, AIF®, APMA
Financial Elements, Inc.
Owner, Financial Advisor
Fee-Only financial planner located in Rolling Meadows, IL, serving clients locally and across the country
Brenda Knox, CFP® AIF®, APMA®
Founder and President of Financial Elements, Inc., Brenda Knox, has been a fee-only financial advisor for more than 21 years, and has helped hundreds of clients plan their financial lives. Her passion is developing long-term relationships with her clients and tailoring her services to their individual needs, including investment management, retirement and social security planning, cash flow and savings, insurance, estate, and college planning.
Brenda is a CERTIFIED FINANCIAL PLANNERä professional, having completed her course work through the College for Financial Planning. She pursues continuing education on a regular basis and holds certification in the areas of employee and group benefits from the International Foundation of Employee Benefit Plans. She is also an Accredited Investment Fiduciaryâ, having completed training at the Center for Fiduciary Studies to gain specialized knowledge of fiduciary standards of care and their application to the investment management process. Additionally, Brenda is an Accredited Portfolio Management AdvisorSM having taken specialized coursework through the College for Financial Planning.
A graduate of Harper College and Roosevelt University, where she was a member of the Franklin Honor Society, Brenda holds a BS in business administration, with a major in accounting. An active member of the National Association of Personal Financial Advisors (NAPFA), she has served as both president and chair of the Midwest Regional Board, as well as chair of the membership and symposium committees. Currently she is part of the Leadership Development Committee for NAPFA. She also sits on the board of the National Consumer Education Foundation (NCEF), which is NAPFA’s consumer education non-for-profit organization. She has provided pro bono services to veterans working with NCEF. Brenda has also served in an advisory capacity to the University of Illinois Extension Services, reviewing financial planning literature prior to publication.
Brenda lives in Rolling Meadows and has two sons, one in high school and one in college. She is actively involved in her community, serving as activity chair for Boy Scouts, treasurer for Cub Scouts, a council member at her church, and as a member of the Annual Giving Committee for the Harper College Educational Foundation Board. She is past president of her church council and past co-president and treasurer of the PTA. Over the years, Financial Elements has sponsored Youth Baseball, Boy Scout Troop 168, Fremd HS Booster Club, Rolling Meadows Community Foundation, Harper College, and Salute, Inc.
Brenda Knox is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
Integrating Dollars & Cents with Common Sense & Compassion
Financial Elements, Inc. is a boutique Fee-Only financial planning and investment advisory firm located in the Northwest suburbs of Chicago.
Whether you are just starting out in your working life or enjoying retirement, you can benefit from financial planning. I offer comprehensive financial advice tailored to your individual situation. We will work together to determine what financial stability means to you and then design a plan to meet your goals.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Retirees and Near Retirees
- Growing Families
- Novice Investors
- Busy, working families
- Generations of families
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Brenda Knox is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Brenda Knox is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Brenda Knox is a member of The Financial Planning Association® (FPA®)
FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Brenda Knox is an Accredited Investment Fiduciary® (AIF)
Advisors who have earned the Accredited Investment Fiduciary designation are able to immediately show that they are interested in and working towards the best interests of their clients. They have gone through training, met the qualifications, and passed the exam allowing use of the AIF designation.
Contact Brenda Knox
1861 Hicks Road
Rolling Meadows, IL 60008