Lea Ann Knight (CFP®, MA)
Lea Ann Knight focuses in the
following client markets or areas of practice:
- Baby Boomers
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Retirement Planning & Distribution Rules
- Socially Responsible Investments
- Women's Financial Planning Issues
- Baby Boomers
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Retirement Planning & Distribution Rules
- Socially Responsible Investments
- Women's Financial Planning Issues
Planning Specialties
Lea Ann has focused her planning expertise on helping individuals and families navigate transitions in their lives. In particular, a large part of her effort has been on empowering women to manage their affairs with greater confidence.
Her specialities include retirement planning, saving for college, estate planning, sudden wealth and philanthropy.
EP Wealth Advisors is an investment management, financial planning and wealth advisory firm. Our mission is to understand your unique situation and develop a customized plan with strategies designed to achieve your specific goals and objectives. Years of client relationships combined with our highly credentialed staff, enable our firm to develop a diversified investment portfolio along with an individualized wealth plan. Our firm does not manufacture investment products or receive any compensation from the investments we recommend. We are fully transparent in the advisory fees we charge. This is an essential part of maintaining a client first relationship.
Additional Information
Before partnering with EP Wealth, Lea Ann was the Managing Partner of Better Money Decisions, a local investment firm focused on women in Santa Fe and Albuquerque. Her past 30 years of financial experience includes roles at Deloitte & Touche, Morgan Stanley, Edward Jones and Garrison/Knight Financial Planning.
A graduate of Stanford University, Lea Ann also has her Master's Degree in Advanced Financial Planning from Golden Gate University.
NAPFA Start Date
August 16, 2010
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