Please join us in celebrating Earl Knecht, vice president, CFO, and Investment Policy Committee member at Napa Valley Wealth Management.
In June, Earl celebrates two major milestones—20 years as a financial advisor and 20 years with our company. He started with us the day after graduation and blossomed into our vice president.
Since then, Earl has proven his dedication to the company and his extreme loyalty to the hundreds of clients he’s worked with. With an eye for detail, an uncanny ability to assimilate complex financial data easily, and broad experience in elaborate financial-planning scenarios, Earl has a gift for creating efficient strategies for complex financial transactions and for optimizing the tax efficiency of clients’ financial plans.
“I truly like helping people, and I’ve greatly enjoyed serving clients, walking with them through life, supporting their goals, and helping make their financial lives continuously more efficient.”