Meet The Team

At our firm, we have the client—and only the client—in mind.

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Grant Knox, D.Min, CKA, CPFA

Financial Advisor

619-465-9920

619-465-9921

grant@knoxfinancial.net

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.

 

Imma Testa

Client Support Specialist

619-465-9920

619-465-9921

imma@knoxfinancial.net

Immagolata "Imma" Testa was born in Honolulu, Hawaii and has lived in San Diego, California for over 17 years. Joining Knox Financial in 2024 as a Client Support Specialist she brings over 15 years of customer service experience, as well as 7 years of financial industry experience.  She manages scheduling, marketing, and administrative duties for Knox Financial clients.   She strives to make the administrative tasks and overall experience associated with establishing a financial plan seamless and as accessible as possible.  

In her free time, Imma enjoys spending time with family, hiking, and cooking.  She and her husband David spend most days running the kids to their sports and extracurriculars. They also enjoy spending some downtime having a family game night, movie night, or trying new restaurants with their two children and giant lap dog.

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.