Simon Knight

Background

About Simon Knight

I help individuals, families, and entrepreneurs create personalized financial strategies that reflect their goals, values, and vision for the future. Whether you’re preparing for retirement, building generational wealth, or navigating a life transition, I’m here to provide clarity and support every step of the way. My career spans more than two decades in leadership and nonprofit service, including work with Easterseals Bay Area helping thousands of families access critical care. I hold an MBA and bring a thoughtful, relationship-driven approach to financial planning. Years of discipline and focus led me to play Division I basketball at Colgate University—an experience that shaped my commitment to long-term success. Today, I work with a broad range of clients, including athletes, entertainers, and their families, helping them protect what they’ve earned and plan for what’s ahead. At the core of my practice is a simple promise: to listen, to lead with integrity, and to help you feel confident about your financial future—and the future you want for those you For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see