Elle D.
6/16/2021
Bill Knoke and his staff are the most professional, caring, honest and trustworthy financial and tax preparation business I have ever found - and personally, my saving grace. As a single female...
William L Knoke, CFP
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635 Camino de Los Mares
San Clemente, CA 92673
William L Knoke, CFP is a financial planning firm based in San Clemente, CA, specializing in providing comprehensive financial advice and services to individuals and families.
With a focus on creating personalized financial strategies tailored to each client's unique goals and circumstances, the firm aims to help clients navigate their financial journey with confidence and clarity.
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Reviews
4.512 reviewsTy W.
5/31/2025
After being a long time, client I was burned by a discrepancy on my 2022 returns. The tax team made an error which caused fees and penalties to accrue. The IRS started sending me letters last year...
Debbie D.
6/1/2021
Hi, this is an update to my 5 star review in 2014 - once again Bill and his team have done an outstanding job! He always reaches out to me with questions or updates, even in this difficult COVID...
Deanna L.
6/3/2021
Bill is an excellent CPA. He is also an internationally awarded and recognized financial advisor. He has saved us paying needless extra taxes with consistent advice and making sure to use every...
Dawna B.
11/29/2021
Bill and his team are LEGENDS. I could gush and explain how fantastic this group of professionals are but it could never truly relay the sheer genius their team has shown me time and time again....
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