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

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.

Additional Information

Before partnering with Better Money Decisions, Lea Ann was most recently Director of Wealth Management at North American Management, a $1.5B investment firm in Boston. 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 Masters Degree in Advanced Financial Planning from Golden Gate University.

NAPFA Start Date

August 16, 2010

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