Gregory Knight, CFP® Engage Advising

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About Gregory Knight, CFP®

I am the founder of Engage Advising located in Oakland, California. My interest in financial planning dates back to my ten years living in Japan. I needed to learn about managing my own finances and investments while living abroad. I love working with folks who want to engage with their finances to improve their well-being. I live in the diverse community of Oakland, California with my husband, Randy, and it is a great place to live. We have a ton of wonderful restaurants, museums, and the East Bay Regional Parks. I love to hike, travel, fly fish and enjoy visiting the wine regions around California. Spending time volunteering for non-profits is also a favorite past time. You never know, you may see me pouring wine at a fundraiser, taking a course through a favorite non-profit or joining a group hike. Keep your eyes open!

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Recently Published

You Need a Grab-N-Go Emergency Binder

August 4, 2020

Time for my annual reminder to have a Grab-N-Go emergency binder! Here in California it is mostly due to fire, landslide, or earthquake disasters. These days, COVID-19 is playing a part as well. It’s necessary to have an emergency binder for other reasons as well. Most notably, a medical emergency as I wrote about in January 2017. It’s not a pleasant thought, but a disaster or health crisis is an event for which we should all plan ahead.

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What’s on Your Money Do List?

July 28, 2020

We have all heard of the honey do list. Lots of honey do tasks are being completed due to the pandemic and people spending more time at home. But have you heard about the money do list? That’s right, just like the honey do list for home tasks, you should have a money do list for your finances.

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Economic Survival Tips During COVID-19: Senior Edition

July 21, 2020

Last week, a reader asked what tips I would have for those already retired. If there are specific economic survival tips for those retired during COVID-19. Yes, there are! In a way, some of the tips mentioned in last week’s post for the unemployed, apply to seniors who are already retired.

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Ideal Clients

  • Equity Recipients (RS/RSU SOP ESPP)
  • Gen X

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly: $159+/mo
  • Hourly: $205+/hr
  • Flat Fee: $2,750+/engagement
  • AUM: 0.95%

Pricing varies by services offered. Contact advisor for additional fee options.

SEC Records

States Registered

  • California