Hi.  I’m Lea Ann Knight -

As a professional woman, a mom, a wife and an advisor I’ve spent a lot of time talking and listening to women and men who feel, well, less than confident about their personal finances.   So many people I’ve met know they need to be better about managing their spending or understanding their 401k investments, but don’t know where to start.  We know how to work the weight machines at the gym and how many miles we need to run each week to stay healthy, but we don’t always know how to shape up financially, do we?

You may be asking, “What qualifies Lea Ann to give financial advice?” Well, no one has all the answers, but  here are a few highlights of my CV:

• I received my undergraduate degree from Stanford University way back in 1983.
• I became a Certified Public Accountant (CPA) in 1991 and worked for 10 years for the international accounting and consulting firm, Deloitte and Touche in San Francisco, Los Angeles and New York City.  My last two years I focused on Mergers & Acquisitions work, traveling all over the U.S.
• After another two years at Morgan Stanley, I opened the Bedford, Massachusetts office for Edward Jones Investments and spent eight years dispensing investment advice and managing client portfolios.
• And now?  I am a fee-only Certified Financial Planner (CFP) with my own firm, Garrison/Knight Financial Planning LLC.

Best of all, throughout my 26 years in the financial services industry I’ve met some great professionals who are experts in estate planning, tax planning, investment advice and insurance issues.  I speak for all of us when I say we are dedicated to helping you to be Financially Fit After 40!

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