Joe Knebel

Private Wealth Advisor

I’m Joe Knebel, and for the last 18 years I have intensely supported families, executives, and institutions to navigate complex financial landscapes while gaining the clarity they need to thrive on their own terms. Over those years, I have had the privilege of guiding high-net-worth individuals through sophisticated market cycles, transforming intricate wealth and investment strategies into clear, actionable steps.

My deep understanding of overall stock market dynamics and macroeconomic trends allows me to help clients look past short-term volatility and focus on what truly matters; structuring stable, growth-oriented roadmaps tailored to their unique needs. Having recently served as a Vice President & Senior Relationship Manager at Morgan Stanley at Work, I have extensive, first-hand expertise in the dynamics of equity compensation. I specialize in helping clients maximize corporate equity awards, navigate complex pre-IPO wealth diversification, and execute seamless liquidity strategies ahead of major capital market transactions.

Financial planning is about aligning wealth with your deepest values, to create flexibility and peace of mind. My goal is to empower you to move forward with confidence, providing security for today and excitement for tomorrow.

Life Outside the Office

Outside of work, my world revolves around my remarkable 4 and 5 year old boys, along with my best friend and wife of 12 years. Besides showing our boys the wonders of the San Francisco Bay Area outdoors, my wife and I enjoy traveling to destinations like Japan, Italy, and Canada, and spending quality time with our extended family locally and in Iowa.

Joe Knebel

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