(800) 689-4851
Locate a Speaker
john knight
16766 Barnardo Center Drive, 205B
San Diego, CA 92128
Profession:
Estate Planning, Financial, Insurance, Tax, Other, Other
Workshops Offered:
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
About Me:
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”.
Specialization
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).
Hobbies
Johns likes hiking, amateur photography, cycling. Coaching young investors.
Experience
John is a military veteran, USMC
Why SOFA?

The Society for Financial Awareness is a nationwide 501(c)(3) non profit public benefit corporation. Our mission is to provide financial education across America, one community at a time. Founded in 1993, we have had the privilege of working with various prominent companies and organizations. Our financial education outreach and years of continued success has provided us name recognition, a reputation of excellence, and most importantly the opportunity to impact lives.

Our members conduct financial education seminars to companies and organizations; satisfying the Department of Labor's requirement, ERISA 404(c). Our seminars are completely FREE of charge and there is no selling of financial products at our events.

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