If you were to ask Eddie Knezevich what he does, he might tell you he’s like a “highly compensated financial janitor,” and that his specialty is cleaning up financial messes, like helping his clients pay off debt, save for retirement, plan for college funding, developing investment strategies, and more, as well as providing them with the practical skills and financial literacy he feels is lacking from today’s educational curricula. While “janitor” might be a good description of his role, Eddie’s real title is partner and financial advisor at WestPoint Financial Group in Columbus, Ohio. In finance since 2013, he joined the company in 2020 as a Leader’s Club Qualifier (2015-2021) and for more than half of his career, a multi-year Million Dollar Round Table Award winner (2013-2021). WestPoint serves over *200,000 clients throughout the Midwest, and has been known since its founding in 1948 for personalized attention and genuine care. Eddie and his team specialize in working with many clients across the real estate industry. “Their income is very much like ours, it’s not guaranteed,” he says. “We help them plan for the unknown and establish financial independence through a process we’ve developed called ‘financial home building.’”
That process includes education and reassessment, helping clients build a practice of saving, with budget strategies and forced systematic savings. “We dissect people’s budgets and find holes, inefficiencies, or areas where we can improve. I always tell our clients small changes lead to BIG results. Our goal is to keep as much money inside their financial economy throughout the year as possible,” he explains. The COVID-19 pandemic also posed new challenges for Eddie’s clients, including being unsure about how to handle debt. For Eddie, “cleaning up messes” is tremendously rewarding work. “What drives me is being able to impact people’s lives in a positive manner,” he says. “I’m able to teach them practical applications, and I love helping people build a bridge from Point A to Point B in life.” He’s also proud to have become a financial authority within his community. Today, most of his business comes via referral. “Helping my clients, team, and family achieve their personal financial goals has been the icing on the cake.”
Partner & Financial Advisor — WestPoint Financial Group
CA Insurance License: #4029716 | *An insured, owner, or payer of a MassMutual policy or contract.
Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), Springfield, MA 01111-0001 and are not subsidiaries of MassMutual or its affiliated companies. Eddie Knezevich is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC. [www.SIPC.org] Supervisory Office: 8044 Montgomery Road, Cincinnati, OH 45236. 513-621-9000.