Gregory Knight, CFP® Engage Advising
- 2924 California St, Oakland, CA 94602
- (415) 226-9773
- http://engageadvising.net/
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!
Recently Published
Looming Debt Ceiling Default Potentially Catastrophic
March 14, 2023Let’s face it, the current Congress we have no longer seems to be the best and brightest our country has to offer. Nor do they seem to have Americans’ best interest in mind. There seems to be a huge gap between the younger, less experienced congress members who simply want to shout the loudest, stay in the headlines, and raise money, and the older, established, knowledgeable congress members who do know how to legislate, but seem loath to do so. This has never been more prominent than with the looming debt ceiling crisis. Would members really withhold raising the debt ceiling and throwing millions of people out of work and wiping out trillions of dollars in household wealth just to prove a point or raise campaign cash? The cynic in me says, yeah, they might.
529 Plans May be More Valuable Than Ever
March 7, 2023There’s a big, exciting change for 529 plans! With passage of the SECURE Act 2.0, these popular education funding plans may become even more popular. In the past, many parents were concerned about their child possibly not attending school and not using the funds. Another concern for many was overfunding and how to withdraw the money. Those two fears may be somewhat relieved with the new legislation opening up financial planning opportunities.
How to Manage Cash Savings Accounts
February 28, 2023I’m frequently asked about how to hold cash for the emergency fund, and where to put savings for earning the most interest. These two are related and even extend into budgeting and goals. For example, saving for a specific long-term goal may require a designated account so you can see your progress. Let’s take a look at some recommendations.
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
Ideal Clients
- Equity Recipients (RS/RSU SOP ESPP)
- Gen X
- LGBTQIA
- Pro Bono
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
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
