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

Saying “I Do” Can be Financially Beneficial – and Costly!

October 27, 2020

Marriage, jumping the broom, tying the knot, taking the plunge, getting hitched… Whether you are pro, or con, marriage can actually help you improve your finances. Sure, that’s not a very romantic idea, but it is true. Joining forces as an economic unit can be good for your emotional health and your financial wealth.

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Are You Missing Out on Your Share of $24 BILLION Dollars?

October 20, 2020

How much of $24 billion dollars have you missed out on? Are you one of the many participants who is not taking full advantage of your 401(k) plan? On average, one out of every four participants loses about $1,336 (per Financial Engines, 2015) of FREE money from their employer every year. How does this happen? They lose out by not participating in their 401(k) plan, or not participating to the full employer match level. Let me explain.

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Estate Planning: What to Do When a Loved One Dies

October 13, 2020

We often see personal finance blogs and articles telling us all about preparing our estate plan; what documents to have, how to title assets, who’s on the team. What we don’t see as frequently, is information on what happens after we die. What those who survive us need to deal with in the wake of our passing. This post will touch on the very basics for those spouses surviving a loved one. If you are not the spouse, you can still follow these tips but know that your options and benefits will likely be very different.

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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