I am Greg Knight, CFP® and founder of Engage Advising located in Oakland, California. My interest in personal financial planning dates back to my ten years spent living in Japan. I needed to learn about managing my finances and investments while living and working abroad. I love working with folks who want to engage with their finances and improve their own prosperity. Whether you are just getting started and need to learn how to secure your financial future, need help reaching a financial goal, or you are ready to retire, or semi-retire, and need a drawdown strategy that is tax smart, I want to hear from you. I especially enjoy working with asset allocation, 401(k)/403(b) and IRA planning, equity awards (think stock options, employee stock purchase plans, etc.) as well as analyzing and creating your financial plan.
In 2001, in preparation for returning to the United States, I enrolled in financial planning courses through Florida State University and earned my Certificate in Financial Planning. Once back in the United States, I spent nearly nine years working in an equity practice group for a large law firm. This bolstered my knowledge of equity awards. In 2016, I made the decision to launch my own firm after I passed the CERTIFIED FINANCIAL PLANNER™ exam. I also decided to create and name my firm, Engage Advising. One reason I founded Engage Advising in addition to getting folks to engage with their financial lives was to be independent and not tied to a specific product line. I love being fee-only and not beholden to a sales target or product goal. This enables me to act as fiduciary in the best interest of my clients.
I live in Oakland, California with my husband and it is a great place to live. We have a diverse community, a ton of wonderful restaurants, museums, and the East Bay Regional Parks. I particularly enjoy the mild climate that allows us to be outside much of the year enjoying our parks and trail system. I love to hike, travel, fly fish and enjoy visiting the wine regions around California. Spending time volunteering for non-profits is also a favorite past time. You never know, you may see me pouring wine at a fundraiser, taking a course through a favorite non-profit or joining a group hike. Keep your eyes open!
In addition to being a CERTIFIED FINANCIAL PLANNER™ and having my Certificate in Financial Planning from Florida State University, I also earned my Bachelor of Arts degree from Thomas Edison State University. Engage Advising is a registered investment adviser in California and I am an investment adviser representative of my firm.