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As passionate communicators and educators, we offer a variety of programs for our clients and community.

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Our Lifestyle Services team embodies our mission by finding bespoke, highly qualified partners to be a resource for you every step of the way.

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The impact you make now, and in the future, depends on partnering with a team prepared to help you fulfill your higher mission. Focus Partners Institutional provides high-value solutions from a client-centered team dedicated to fiduciary excellence. Our goal is to be your trusted partner, serving all of your institutional investment needs now, and in the years ahead.

Retirement Plan for Businesses

Retirement plans are an important part of your business. Finding the right fiduciary partner is critical to your success. You've come to the right place, because our team is passionate about our work and fully focused on retirement plans so you can focus more on everything else.

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Walnut Creek - N California Blvd

James Knight

Managing Director, Advisory Team Leadership

1646 N California Blvd, Suite 320
Walnut Creek, CA 94596

James Knight

Services and personalized investment advice are only provided pursuant to an advisory agreement with the client. We do not provide individualized stock recommendations over social media. Be aware that specific investment opportunities shared through WhatsApp are fraudulent.

James Knight

About James

James has more than 30 years of experience in investment, tax, and financial planning. He manages day-to-day operations, including overseeing trading and reporting. Prior to merging with Focus Partners Wealth, James served as Co-Founder, CCO, COO, and Wealth Advisor at Adero Partners.

James was previously served as vice president of a local registered investment advisory firm, providing tax and financial planning advice to clients.

Education

  • Golden Gate University – Master’s Degree in Finance
  • California State University, Hayward – Bachelor's Degree
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