“I became a financial advisor to help individuals make better decisions about their money and future.”
My Dad always owned businesses in Slidell. From the time I was 12, I worked for him, starting with the hot, tedious job of cleaning silk screens to produce baseball and football team jerseys for his sporting goods business. When I was older, my jobs became more interesting such as opening and closing the store and going to meetings with banks.
Talk around our kitchen table often centered on business and investments. My father enjoyed managing his own investments and helping his family make smarter decisions. It wasn’t surprising when he sold his businesses and joined an independent financial practice with Raymond James.
After college my wife and I moved to Colorado where I worked for a major Wall Street firm. I was alert to learning as much as I could about financial planning and gained extensive experience in retirement planning.
There, I also saw what I didn’t want to do: to be compelled to sell proprietary products. In contrast, my father, as an independent advisor, provided unbiased advice.
After 6 wonderful years, we returned from Colorado so that our children could experience the love of a close family, just as I did while I was growing up. In 2001 I joined my father in his practice.
More Than 15 Years Of Experience
Alan Knight brings more than 15 years of experience to his clients – first with major Wall Street firms in Denver and now as a principal with Knight Wealth Services where he is living his dream of owning his own business.
In 2003 Alan earned his CERTIFIED FINANCIAL PLANNER™ certification by completing demanding coursework in six separate areas and passing a comprehensive two-day exam. Alan also holds an MBA from Louisiana State University.
A CFP® professional has the obligation as a fiduciary to act in his or her clients’ best financial interests. “I believe,” Alan said, “in treating clients like valued family members. I don’t pretend to have a crystal ball. I am, though, passionate about educating clients, showing them the paths in front of them along with the pros and cons of each one to help them make sound decisions.”
A native of the Northshore, Alan currently resides in Mandeville with his wife, Regina, and their two children, Jamie and Dylan. His practice allows him the flexibility to attend his children’s school events and to coach soccer and baseball teams. As a coach, he helps his children and their friends enjoy teamwork that combines competitiveness with fun.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.