Advisor at Oak Summit Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Oak Summit Wealth Management, Inc.
Location
San Diego, CA
Credentials
CFP®, CFA®, EA
Industry experience
8 years
I’m a Chartered Financial Analyst® Charterholder, CERTIFIED FINANCIAL PLANNER®, and IRS Enrolled Agent (EA) with more than a decade of experience helping clients build, preserve, and transfer wealth with confidence.
At Oak Summit Wealth Management, I specialize in advanced tax planning, investment management, and comprehensive financial strategies for retirees, widowers, inheritors, and business owners. With a deep background in taxation as an Enrolled Agent, I’m able to design personalized plans that not only help grow your assets, but also aim to significantly reduce taxes over your lifetime — helping you keep more of what you’ve earned or inherited.
Before Oak Summit, I gained valuable experience at a $100B+ registered investment advisory firm and a $4B+ wealth management firm, where I worked with high-net-worth individuals and families facing complex financial transitions. I now bring those institutional-level strategies to a more personal, boutique planning experience.
I earned my undergraduate degree in Economics from the University of California, Berkeley, where I continue to stay involved as an alumni ambassador. I’m also a contracted by NerdWallet as an expert content reviewer, helping ensure financial education is accessible and accurate nationwide.
In 2025, I was honored to be named a 5-Star Financial Planner by InvestmentNews.com.
Outside of work, I live in San Diego with my wife, Susannah.
My mission is simple: To help you make wise financial decisions — whether you're retiring, navigating a loss, managing a new inheritance, or growing your business — with strategies built around tax-efficiency, personal values, and long-term security.
1%
San Diego, CA
California
Oak Summit Wealth Management, Inc.
2025 - Present (1 year)
Oak Summit Wealth Management fka Myers Financial Group, Inc.
2022 - Present (4 years)
Empirical Wealth Management
2018 - 2022 (4 years)
Empirical Wealth Management
2017 - 2018 (1 year)
Fisher Investments
2015 - 2017 (2 years)
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Broker-dealer / trader
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Bank
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
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Other specialized services
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Verified by Warmer
Series 7, Series 66
La Mesa, CA
OSAIC
Grant Knox has been a Financial Advisor since 1994 and holds the following registrations and licenses: General Securities, California Life and Health Insurance, and California Real Estate and Mortgage Lending. A Southern California native, Grant excels at strategies for financial health and wealth that are attainable and effective. He is passionate about helping others achieve financial success and exceed their goals. He is a certified Kingdom Advisor, able to offer counsel on the integration of a Biblical worldview into financial practices. He holds the Certified Plan Fiduciary Designation (CPFA), designating expertise in company retirement plans. He holds a Bachelors degree from Evangel University and a D.Min. from Summit Bible College. Grant lives in La Mesa with his wife, Nicole and their son Noah. He loves to travel, active in his church, is a voracious reader and an avid soccer fan, having played on and managed recreational soccer teams for over 30 years.
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