Lea Knight Email & Phone Number
Regional Director, Partner @ EP Wealth Advisors
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Lea Knight Location
- New Mexico, United States
Lea Knight Work
- 2025 -now Regional Director, Partner @
- 2019 -2025 Managing Partner @
- 2014 -2018 Director of Wealth Management @ North American Management Corporation
- 2009 -2014 Principal @ Garrison/Knight Financial Planning
- 2001 -2009 Financial Advisor and Limited Partner @
- 1999 -2001 General Manager @ Immersant
- 1997 -1999 Vice President @
- 1996 -1997 Controller @ The Solomon R. Guggenheim Museum
- 1986 -1996 Senior Manager @
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.
Looking for a different Lea Knight?
Find contact details for 700 million professionals.
Others Named Lea Knight
Lea Knight
Regional Director, Partner
New Mexico, United States
Lea Knight
General Laborer
Bedford, IN, US
Lea Knight
Secured Lending Clerk
Toronto, ON, CA
Lea Knight
EVP and Chief Financial Officer
Princeton, NJ, US
Lea Knight
Licensed Practical Nurse
Oklahoma City, OK, US
Top EP Wealth Advisors Employees
Elena Stebakov
Managing Director, Head of Product
Austin, TX, US
Patrick Donovan
Managing Director and Partner
Boston, MA, US
Bill Corcoran
Managing Director, Partner
Boston, MA, US
Scott Shellhamer
Vice President
Chester Springs, PA, US
Kevin O'Reilly
Senior Vice President
Phoenix, AZ, US
Jorge Bernal
Chief Operating Officer
United States
Jeffrey Ingraham
Managing Director
Rochester, NY, US
Adam Phillips
Managing Director, Investments
Torrance, CA, US
Ryan Parker
Chairman and CEO
Salt Lake City, UT, US
Brian Parker
Managing Director
Hermosa Beach, CA, US
Jim Mocci
Managing Director, Head of Marketing
California, United States
Derek Holman
Managing Director
Torrance, CA, US
Dillon McGill
Vice President
San Luis Obispo, CA, US
Justin Mikhalevsky
Chief Product and Technology Officer
United States
Christopher Toumajian
Senior Finance Partner, Aspire Holdings
Long Beach, 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
Giorgina Nguyen
Vice President, Wealth Advisor
Torrance, CA, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co