Lea Knight Email & Phone Number
Regional Director, Partner @ EP Wealth Advisors
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Lea Knight Location
- New Mexico, United States
Lea Knight Work
- Regional Director, Partner @ (August 2025 - Present)
- Managing Partner @ (January 2019 - August 2025)
- Director of Wealth Management @ North American Management Corporation (June 2014 - December 2018)
- Principal @ Garrison/Knight Financial Planning (June 2009 - June 2014)
- Financial Advisor and Limited Partner @ (October 2001 - June 2009)
- General Manager @ Immersant (November 1999 - April 2001)
- Vice President @ (July 1997 - January 1999)
- Controller @ The Solomon R. Guggenheim Museum (January 1996 - July 1997)
- Senior Manager @ (August 1986 - November 1996)
Lea Knight Education
- Golden Gate University, Edward S. Ageno School of Business
Master’s Degree (Advanced Financial Planning)
2016-2019 - Stanford University
AB (International Relations)
1979-1983 - College for Financial Planning
CFP (Certified Financial Planner)
- University of Oklahoma
Accounting
Lea Knight Skills
- Teaching
- Certified Financial Planner
- Financial Services
- Investment Banking
- Asset Allocation
- Investment Advisory
- Public Speaking
- Estate Planning
- Coaching
- Strategic Financial Planning
- Employee Benefits
- Investments
- Wealth Management
- Business Planning
- Budgets
- Securities
- Leadership
- Strategic Planning
- Investment Strategies
- Asset Management
- Private Equity
- Mutual Funds
- Investment Management
- IRAs
- Personal Financial Planning
- Equities
- Management
Lea Knight Summary
- Lea Knight, based in New Mexico, United States, is currently a Regional Director, Partner at EP Wealth Advisors. Lea Knight brings experience from previous roles at Better Money Decisions, North American Management Corporation, Garrison/Knight Financial Planning and Edward Jones Investments. Lea Knight holds a 2016 - 2019 Master’s Degree in Advanced Financial Planning @ Golden Gate University, Edward S. Ageno School of Business. With a robust skill set that includes Teaching, Certified Financial Planner, Financial Services, Investment Banking, Asset Allocation and more. Lea Knight has 2 emails and 2 mobile phone numbers on RocketReach.
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Top EP Wealth Advisors Employees
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Kevin O'Reilly
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Jorge Bernal
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Seattle, WA, US
Robert Falconer
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California, United States
Brian Parker
Managing Director
Hermosa Beach, CA, US
Jim Mocci
Managing Director, Head of Marketing
California, United States
Dillon McGill
Vice President
San Luis Obispo, CA, US
Kelly Shannon
Managing Director, Head of Talent Management
New York, NY, US
Clay Zachry
Senior Vice President and Partner
Torrance, CA, US
Alan Berkshire
Chief Administrative Officer and General Counsel
Torrance, CA, US
Mario Chilin
Chief Compliance Officer
Torrance, CA, US
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