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Napa Valley Wealth Management - St. Helena, CA

Please join us in celebrating Earl Knecht, vice president, CFO, and Investment Policy Committee member at Napa Valley Wealth Management. 

In June, Earl celebrated 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.

     Earl Knecht, CFP®
     Vice President & CFO
     Read Earl's full bio.

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.” 

Earl Knecht is a CFP ®, Certified Financial Planner Napa Valley & Saint Helena, California.

With 35 years of experience and a Chartered Financial Analyst (CFA) credential, Kelly is highly skilled in quantitative methodologies for analyzing securities.Robert possesses substantial experience in creating complex financial plans and reports that both integrate intricate tax and investment scenarios and model future cash flows.Our clients enjoy the personal, attentive service of a boutique firm, coupled with institution-level, tactical investing and personalized financial planning. You can expect regular phone calls, updates, and questions.

Kelly Crane, CFP®, CLU, CFA, MBA
President & Chief
Financial Officer

Robert Mauer
Financial Services

Sara Aikman
Director of Client Relations & Operations

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