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.

With more than 15 years of experience in the wealth management industry, Carla founded Ametrine Wealth with the vision of helping people–particularly women–take control of their financial futures. She prides herself on creating a compassionate, trusting environment for clients and removing the barriers that keep people from setting and achieving their financial goals. Carla’s clients value her financial planning insight, ability to break down complex topics, attention to detail, and approachable demeanor. Originally from Massachusetts, Carla initially envisioned a career in science. She graduated magna cum laude from Washington and Lee University and received a Masters in chemistry from Northwestern University. However, long hours in the lab made her realize her preference for engaging with people over compounds, and she decided to put her analytical skills to use in the financial sector. Carla holds an MBA in Finance and General Management from the University of Chicago Booth School of Business and is a Certified Financial Planner Practitioner(TM). Carla lives in Lake Orion with her husband, Jarod, and her two greatest accomplishments, daughters Brinley and Chloe.

Money is not complicated - our relationship with money is. As an industry, financial services has traditionally put the spotlight on money, failing to center the human in the story. Money is a human construct - it is an extension, a reflection, and a record of us and how we live. Money is important, but not as important as you. As a financial planner, my role is to support, guide, inform, and empower my clients to integrate money and finance into their lives in a way that is deeply personal and affirming. If you want to connect to money and finance in a new and positive way, we should talk! My journey in finance began in 1992, and since then I have worked with thousands of professionals and clients in the industry. Working with companies large and small and people from all walks of life, I have amassed deep expertise and empathy available to anyone who wants to create better outcomes and a healthier relationship with money. Family, curiosity, and trust are my highest values. There is nothing I love more than hiking the Northern California mountains with my husband Martin and son Sebastian or laughing wildly with my sisters and mom over something silly. I am a proud graduate of Mount Holyoke College, receiving a Bachelors of Arts in International Relations. I have held the Certified Financial Planner designation since 2003 and in 2018 I received a Juris Doctor from St. Francis School of Law.

I am not your typical financial advisor. You probably won’t find me in a suit; I don’t use many fancy words, and I’m not a slick salesperson. I enjoy surfing, being outdoors, running around the house with my two kids, and I also happen to be a CERTIFIED FINANCIAL PLANNER™ with a master’s degree in finance and tax planning. I’m a bit of a geek when it comes to all things money and can nerd out about everything from credit card points to macroeconomics, but I also love grabbing a drink and hearing about what’s happening in your life or chatting about common hobbies—I have a lot of them. Discussing money is very personal, and I want to be the guy you can trust to get an honest answer or perhaps explain the “how-to” without fear of judgment. I don’t believe there’s such a thing as an embarrassing question when it comes to personal finance because, let’s face it, the world of money is complicated, exhausting, and confusing. I take my fiduciary duty very seriously and believe that transparency is key. If you can commit to honesty, trust, and patience, I can help you navigate a path toward freedom and success, however you define them. Services I Provide: • Financial Planning • Investment Management • Tax Planning Specialties: • Growing families • California residents • Employees in tech • Physicians • Employees in energy/oil & gas • Socially Responsible Investing (Broad ESG)

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.

About Danny G. Michael, CFP®, RLP®, MSBA Retirement requires making decisions that will impact my clients for the rest of their lives. So the first thing I do is help them define for themselves what a fulfilling, deeply satisfying retirement looks like. Once they have complete clarity on what they want, I put my advanced degrees in finance and tax-planning to work getting that for them. It’s also important that my clients know I have no hidden agendas. As a Certified Financial Planner™ and Registered Life Planner®, I provide completely transparent retirement planning and my team acts 100% in their best interests. We make no commissions off the financial products clients invest in and we charge no hidden fees. For 20 years, I’ve led clients through the maze that is retirement planning and I love knowing that they’re fully enjoying this phase of their lives and not worrying whether or not their financial resources can support their most fulfilling retirement. There’s nothing worse than realizing after you retire that your planning was incomplete. Let’s work together so that you can enjoy the comfortable, confident retirement you’ve earned. Media Mentions: Bank Rate https://www.bankrate.com/personal-finance/smart-money/understand-how-inflation-impacts-your-life-with-personal-inflation-rate/ https://www.bankrate.com/personal-finance/how-to-write-a-will/ https://www.bankrate.com/financing/cd-rates/pros-and-cons-of-ira-cds/ Investment News https://money.usnews.com/money/retirement/baby-boomers/articles/how-to-retire HuffPost https://www.huffpost.com/entry/important-money-moves-experts_n_5c1d130ee4b05c88b6f81d52 https://www.huffpost.com/entry/401k-loan-rules-borrow_l_5d83e88ae4b0957256b3d417 Think Advisor https://www.thinkadvisor.com/2019/08/21/advisors-advice-top-11-retirement-planning-questions-clients-ask/ Family Wealth News http://abetterwaytoretire.com/Understanding_Your_Personal_Inflation_Rate.aspx Forbes https://www.forbes.com/sites/robertfarrington/2021/12/21/5-last-minute-financial-tips-for-the-end-of-2021/?sh=5b7c6fb31403

Why take your journey with FlightPath Financial Planning Are you looking to reach your financial destination with ease and confidence? As a financial planner and pilot I know firsthand the importance of having a clear path and a trustworthy partner to guide you along the way. Aviation has taught me that careful planning, experience, and ongoing training are crucial for success, and the same goes for financial planning. At FlightPath Financial Planning, we are dedicated to helping you achieve financial independence, where you no longer have to worry about debt, student loans, how much to save for retirement, or whether you will ever be able to afford a home. We believe that the key to reaching your goals is to work with a professional who will always put your interests first and has the knowledge and experience to guide you towards your destination. As Certified Financial Planners® we operate on a fee-only basis, meaning no commissions or sales, allowing us to avoid any potential conflicts of interest and work solely for you. Let us help you pilot your finances towards financial independence, so you can sit back, relax, and enjoy the journey. Contact us today to schedule a free consultation and start your journey.

Hello! I'm Shannon, a bilingual (Eng/Spn) Advice-Only CFP® practitioner. I'm here to help you create a clear path towards your life goals and a sense of financial freedom through values-aligned financial planning. I have worked with clients across a variety of career fields, from tech and solopreneurs to educational institutions, such as the UC system and public employees working for federal, state and local governments. My clients come from all walks of life, and I am particularly passionate about supporting those typically left out of money conversations and economic power, eg. women and BIPOC. I specialize in working with first generation wealth builders, like myself, who want to change their financial family trees, as well as those who want to go above and beyond reaching financial freedom for themselves to invest responsibly, support their communities in creative and meaningful ways, and to help close the wealth gap. I'm here to help you know, feel and do better with your money, and to help you make your money work harder for you in support of your goals, the life you want for yourself, and the impact you want to have on the world around you. Examples of who I work well with: - First Generation Wealth Builders - Progressive, impact-oriented professionals, consumers and investors - Individuals, couples, LGBTQIA and non-traditional households - Working professionals & business owners - Tech employees & employer equity recipients - Charitably inclined folks - FIRE aspirers - Spanish speakers & First-Generation Americans I work with clients in San Diego, as well as nationwide via virtual meetings. Interested in working together? Please visit my website for more information and to schedule an introductory appointment: www.sagefinancialsd.com

Eric Niergarth is a flat-fee Retirement & Tax Planner. He holds the CFP® designation and has over a decade of financial services experience. He is passionate about helping people prepare for and transition into their ideal retirement. Before founding Retirement Roadmap Financial Planning, Eric was a Financial Planner under two of the most sought-after Wealth Management firms in San Diego, where he helped high-earning and high-net-worth families work towards their ideal retirement. Prior to that Eric worked with financial advisors at TD Ameritrade Institutional. There he gained valuable experience through consulting advisory firms on various industry topics. Outside of the office, Eric can be found spending time with his wife and two kids. He enjoys hiking, surfing, sailing, pickleball, and golf.

Hi, I’m Alan Nelson, Founder of Measured Money Maneuvers. My “money” story began many years ago with my decision to enlist in the Navy. At the time, I was independent and living on my own, attending community college and working full-time to make ends meet, but was not really sure what I wanted to do with my life, and didn’t want to get shackled into a ton of student loan debt and paying it off into my 30s and 40s. So, I raised my right hand and took the oath with the goals to serve our country, learn valuable skills, hopefully figure out what I wanted to pursue in life, and get my college education paid for…or at least get the GI Bill to assist with college later. Like many young enlisted starting out, in the first two years, my two roommates and I were fooled by the predatory insurance salesman and purchased a whole life policy as an “investment” with the promise of the “guaranteed” 7% rate of return. Thankfully, we had some senior enlisted leaders that knew better and told us to get out of it immediately before the 30-day window closed and we’d have had to pay a huge surrender fee to get out. This was my initial wake-up call that I needed to learn more about personal finance and investing. I was fortunate to earn a commissioning program within a couple years and while I initially thought I’d transition out in 6-8 years, I went on to serve a 25-year career as a submarine officer. As a young junior officer, I wanted to help my Sailors holistically – professionally, personally and of course, financially. Many young service members make poor early financial decisions that can take them years to recover from due to: 1) lack of financial literacy, 2)having their own paycheck for the first time in many cases and, 3) being the target for many unprincipled salespeople. Despite also working at an innovative high-tech company with brilliant engineers, I realized quickly these highly-educated people still didn’t know much about personal finance. People asked how I knew so much, so I offered an initial lunch and learn. The feedback was so positive and by the second seminar, it became undeniably clear that helping people with money to live their best life was my passion and I knew I needed to earn my credentials as a CERTIFIED FINANCIAL PLANNER™ Professional. While I will continue to educate, I realized that I could truly help more people by starting my own fee-only, fiduciary registered investment advisor (RIA) firm, Measured Money Maneuvers LLC.