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, CKA®

Financial Advisor

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
a Bachelors degree from Evangel University and a D.Min. from Summit Bible College. Grant lives in San Diego 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.

 

Jackie Popa

Client Support Specialist

jackie@knoxfinancial.net

Jacquelyn “Jackie” Popa is a San Diego native who joined the team at Knox Financial in 2017 as a Client Support Specialist after spending her early career in the healthcare industry.  She manages scheduling, marketing, and administrative duties for Knox Financial clients.   She strives to make the tasks associated with establishing a financial plan seamless and accessible.  

In her free time, Jackie enjoys cooking, gardening, hiking, podcasts, sci-fi audiobooks and serving at her church.  She and her husband David enjoy learning about homesteading and spending time with their two dogs and two cats.  They enjoy watching movies where stuff blows up, camping, and doing projects on their house (which they built themselves). 

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.

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