Lea Ann Knight, CFP®

Regional Director

Santa Fe - Midtown, New Mexico

Contact LEA Ann

Lea Ann helps clients—especially women—build confidence and clarity through major life transitions. She creates customized plans that align with personal values and long-term goals. Her work supports thoughtful decision-making across every stage of life.
Lea Ann brings deep leadership experience from advisory and consulting roles, including leading a woman-owned RIA as Managing Partner. She has shared financial insights as a columnist and has been quoted in national publications. She earned her undergraduate degree from Stanford University and a master’s degree in Advanced Financial Planning from Golden Gate University. She holds the CERTIFIED FINANCIAL PLANNER™ designation.
Lea Ann’s approach is empathetic, structured, and empowering. She listens carefully, clarifies priorities, and develops actionable roadmaps. She believes education and trust are essential to confident decision-making.
Based in Santa Fe, Lea Ann serves as Board President for Española Humane and supports Reading Quest through its finance committee. She enjoys international travel and working on her tennis game.

WE KEEP YOU INFORMED

You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.

You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.