Estate Planning, Financial, Insurance, Tax, Other, Other
Asset Allocation & Modern Portfolio Theory, Budgeting and Debt Elimination, Exploring Your Options for a Quality Retirement, Financial Blunders - Lessons We Never Learn, Getting Your Financial House in Order, Investment Concerns in a Fragile Market, Life Insurance and You, Preparing for Long Term Care, Tax Planning, Understanding 401K Rollovers, Taking Control of Your Cash - Eliminating Debt
John H Knights is a RIA (Registered Investment Advisor), CPA/PFS, who is passionate about financial planning and investor education. He has over 20 years’ experience in Personal Financial Planning, and over 15 years’ experience as a VP Chief Financial Officer in the private industry. His professional background brings unique financial skills and analysis to the clients that he serves. John believes that “action speaks louder than words”.
John has managed client portfolios, set up retirement plans, installed employee benefits, and designed and written financial plans over a 20 year career in financial services. He holds the following licenses: Series 6, 7, 63, 65. Senior life insurance agent for the state of California. He is a CPA/PFS & Registered Investment Advisor. He is a member of the AICPA and serves as a volunteer on the Board of Arbitrators (FINRA).
Johns likes hiking, amateur photography, cycling. Coaching young investors.
John is a military veteran, USMC