Gregory Knight, CFP® Engage Advising
- 2924 California St, Oakland, CA 94602
- (415) 226-9773
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!
Here we are, another Pride month celebration. For those that may not know, June is considered Pride month in the LGBTQ community. We chose this month because the Stonewall riots occurred in late June 1969. It’s a time when we honor those who came before us and their sacrifices, we celebrate our hard-won social advances, and take stock of where we are as a community. Even with more civil rights and social acceptance, many in the LGBTQ community still need specialized financial planning. Quite often, you may see the term non-traditional planning. If you are a community member, read on to see why you need planning and how to access those resources.
It’s fair to say that you have seen this post before. In May to be exact. Given that Father’s Day is fast approaching, it’s only fair to remind you of tips to help dad with his finances. We often assume it’s mom who needs help, but dad may need help as well. Men are notorious for not asking for help, so you may need to be a bit of sleuth and may need to be persistent. This year, Father’s Day is Sunday, June 19. Depending on your dad’s stage of life, he may need a little help with his financial planning whether he admits it or not. Here are a few things that you can do to help dad with his finances.
A lot of folks have rediscovered bonds from the US Treasury Department; specifically, the Series I bond. Part of the reason is the ongoing press coverage of the Series I bond in the press right now. For years we’ve earned very little, and in some cases no interest on our checking and savings accounts. High-yield savings accounts being somewhat better. Recently however, the composite rate on the I bond hit over 9% and that garnered a lot of media attention. So, should you buy I bonds or not? Let’s dig in a bit and find out.
- Equity Recipients (RS/RSU SOP ESPP)
- Gen X
- Pro Bono
Ways Advisor Charges
- Monthly Fee
- Flat Fee
- Assets Under Management
- 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.