Lea Ann Knight
CFP®
Better Money Decisions
Co-Owner and Managing Parter of Financial Planning
Lea Ann Knight
CFP®
Better Money Decisions
Co-Owner and Managing Parter of Financial Planning
As a partner in a women-owned firm, my focus is helping clients make better decisions with their money. - Lea Ann Knight, CFP®
Fee-Only financial planner located in Santa Fe, NM, serving clients locally and across the country
Lea Ann Knight is a Santa Fe, NM fee-only financial planner. Better Money Decisions provides comprehensive financial planning, financial planning for divorce, investment management and fiduciary services designed to guide you through the never-ending changes life brings. As a fee-only, fiduciary, and independent financial advisor, Lea Ann Knight is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Lea Ann Knight, CFP®, is a co-owner and Managing Partner of Financial Planning for Better Money Decisions (B$D). With her background in investing and financial planning, she enjoys working closely with clients to design and implement customized financial plans.
Before joining Better Money Decisions, Lea Ann was a partner and Director of Wealth Management for North American Management, a Boston-based Registered Investment Advisory (RIA) firm. Previously, she was the founding member of Garrison/Knight Financial Planning, a Limited Partner with Edward Jones, Chief Administrative Officer for a private equity group at Morgan Stanley and a Senior Manager for Deloitte & Touche LLP. Her varied roles in the financial services industry have given her a well-rounded view on the many confusing choices clients have when it comes to managing their money.
Lea Ann is also a past financial columnist for Time Inc.’s All You magazine and has been frequently quoted in the Wall Street Journal, SmartMoney, and Kiplingers, among other financial media. A large part of her focus has been on helping clients through life transitions and empowering women to manage their affairs with greater confidence.
Lea Ann Knight is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
The World Is More Complicated Today – Do You Really Want To Make Financial And Life Decisions Alone?
B$D Financial Wellness for Life® is a comprehensive, holistic, wealth management oversight program designed to guide you through the never-ending changes life brings. From a roadmap for your financial future to investment positioning through estate planning and "wealthcare", we are there to help you make better decisions with your money.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Lea Ann Knight is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Lea Ann Knight is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Lea Ann Knight is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
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Lea Ann Knight is Quoted in US News and World Report: "6 Great Tax Tips for the End of the Year"
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Lea Ann Knight is Quoted in MarketWatch: "Money moves to make if you're forced to retire"
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Lea Ann Knight is Quoted in US News and World Report: "How to Cope With a Forced Retirement"
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Lea Ann Knight is Quoted in MarketWatch: "Longterm joblessness tough on older workers"
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Lea Ann Knight is Quoted on CNBC: "Financial crisis: Lessons learned by advisors"
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Lea Ann Knight is Quoted in USA Today: "If you're unemployed, should you tap Social Security?"
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Lea Ann Knight is Quoted in USA Today: "After job loss: When to collect Social Security"
Contact Lea Ann Knight
Office Locations:
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460 St. Michael's Drive
Suite 902
Santa Fe, NM 87505 -
4801 Lang Ave.
Suite 110
Albuquerque, NM 87109
