James Knight

Managing Director, Advisory Team Leadership

1646 N California Blvd, Suite 320
Walnut Creek, CA 94596

Services and personalized investment advice are only provided pursuant to an advisory agreement with the client. We do not provide individualized stock recommendations over social media. Be aware that specific investment opportunities shared through WhatsApp are fraudulent.

About James

James has more than 30 years of experience in investment, tax, and financial planning. He manages day-to-day operations, including overseeing trading and reporting. Prior to merging with Focus Partners Wealth, James served as Co-Founder, CCO, COO, and Wealth Advisor at Adero Partners.

James was previously served as vice president of a local registered investment advisory firm, providing tax and financial planning advice to clients.

Education

Golden Gate University – Master’s Degree in Finance
California State University, Hayward – Bachelor's Degree