Knoerzer On CI BDF’s Specialized Approach To Wealth Management

Sean Knoerzer, CFP, Wealth Advisor, CI BDF Private Wealth joined Julie Cooling, Founder & CEO, RIA Channel to discuss the firm’s specialized approach to holistic wealth management and organic growth drivers.

“Our people, passion and process are core differentiators for us,” says Knoerzer. CI BDF’s team is comprised of a deep bench of CPAs, CFPs and JDs and offers unique expertise across the holistic wealth management spectrum. After launching in 2002, BDF was recently acquired by CI Financial, a move that only enhanced what BDF has been doing for decades. “We now have access to more resources, and can draw from the strengths of different firms across CI’s growing network of RIAs,” says Knoerzer. Even though the name on the door is slightly different, the firm’s dedication to delivering a customized client experience has remained unchanged. CI BDF Private Wealth serves thousands of clients nationally, and offers specialized teams specifically focused on investment management, financial planning, divorce planning or women’s services.  

Sean Knoerzer CFP® joined BDF in 2014 and is a wealth manager at the firm. As part of BDF’s Financial Professionals practice group, Sean specializes in working with private equity professionals, offering solutions to their unique financial circumstances and providing clarity on complex financial planning needs. Sean is a Certified Financial Planner™ professional. Sean gained experience in financial planning and marketing at Busey Wealth Management, Prudential Financial Services and Lionheart Financial Wealth Management before joining BDF in 2014. Sean earned a Bachelor of Science in Agriculture and Consumer Economics with a concentration in Financial Planning at the University of Illinois.

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