Lea Ann Knight, CFP®
Lea Ann Knight is the principal member of Garrison Knight Financial Planning in Bedofrd, MA.
CREDENTIALS:
BA- Stanford University, 1983
Certified Public Accountant (CPA) - California, 1991
Certified Financial Planner(R) (CFP) - 2009
Registered Investment Advisor (RIA) - Massachusetts, 2009
Work Experience:
- Senior Manager, Deloitte & Touche LLP - San Francisco, Los Angeles & New York, 1986-1996
- Controller, The Solomon R Guggenheim Museum - New York, 1996
- Chief Admin Officer, Princes Gate, Morgan Stanley -New York, 1996-1998
- General Manager, Immersant-Cambridge, 1999-2001
- Financial Advisor/Ltd Partner, Edward Jones Investments-Bedford, 2001-2009
Current & Past Community Activities:
- Chairman, Bedford Chamber of Commerce
- Past President, Rotary Club of Bedford
- Board of Directors, Bedford Center for the Arts
- Member, Financial Planning Association of MA
In her spare moments, Lea Ann spends time with her husband and three daughters, is active in various competitive tennis leagues and is trying to write a chapter book for pre-teens.
Posts by Lea Ann Knight, CFP®:
-
The Cost of Aging Parents,
Mar 07, 2010
[ Family Finances | Featured ]
-
Where There’s A Will There’s A Way,
Feb 25, 2010
[ Featured | Retirement ]
-
Financial Planners vs. Financial Therapists,
Feb 02, 2010
[ Fee-Only Advising ]
-
New Year’s Resolutions Part Deux,
Jan 15, 2010
[ Family Finances ]
-
Feel Fabulous in 2010!,
Jan 07, 2010
[ Banking & Budgeting | Family Finances ]
-
Lessons in Charitable Giving,
Dec 04, 2009
[ Family Finances ]
-
The Santa Claus Deduction,
Nov 23, 2009
[ Family Finances | Tax Planning ]
-
Is Your Year-End Tax Strategy A Turkey?,
Nov 12, 2009
[ Tax Planning ]
-
Harry Potter’s Asset Allocation,
Nov 02, 2009
[ Investing Strategies ]
-
The Reality Of Real Estate,
Oct 23, 2009
[ Real Estate ]
(781) 275-0674
RSS