Direct booking
Book time directly with this advisor, no back-and-forth required
Advisors near 92108
Out of 400,000+ nationwide
Grant K
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.
Scott S
Series 63, Series 65
San Diego, CA
Conscious Investment Services, LLC
Lee T
Series 65
San Diego, CA
HEDGEWISE
Kyle T
ChFC®, Series 66
La Mesa, CA
Tweet Management Services, Inc.
Rajiv R
Series 63, Series 65
San Diego, CA
Colva Capital LLC
Robert L
Series 63, Series 66
San Diego, CA
Torrey Wealth, LLC
Christopher R
CFP®, Series 65
San Diego, CA
Tempus Pecunia
Avelino C
Series 63, Series 65
La Jolla, CA
AC3 Capital
Jay L
CFA®, Series 66
San Diego, CA
Mandala Wealth Management, LLC
Barbara N
CFP®, Series 63, Series 65
San Diego, CA
Sage Path Solutions
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
We found advisors who
match your criteria
Add your contact info to see them and get help making the right introduction.
We'll only reach out about your advisor search.
No spam.
Advisors near 92108
Out of 400,000+ nationwide