Who We Are
Knightsgate Financial Advisors provides an alternative to the sales-driven financial services industry, so that all people - regardless of their net worth - have access to financial advice. Rather than selling financial products such as insurance, mutual funds or annuities, we are paid directly by our clients. Our core services include:
Knightsgate Financial Advisors was founded by Vincent Cowles, CFP®, EA after 20+ years of broadly diversified experience as a financial professional in manufacturing, distribution, mortgage banking, and the financial services industry. Vincent has a Bachelor of Science in Accounting, is a Certified Financial Planner™ professional, and is admitted to practice before the IRS as an Enrolled Agent.
How We Got Here
Vincent began his career in 1986 representing Massachusetts Indemnity and Life Insurance Company and First American National Securities Inc, at which time he held NASD Series 6, NASD Series 63, and State of California Life & Disability licenses. After becoming disillusioned with the traditional commission-based financial services industry, Vincent left to pursue a career in corporate finance where he worked as an analyst, director, corporate controller, and chief financial officer.
Vincent returned to the financial services industry when he joined Countrywide Securities Corporation in 1997. During his 10 years at Countrywide, Vincent held both the NASD Series 7 and Series 27 licenses, and held the positions of Vice President - Regulatory Reporting, Vice President - Operations, and Vice President - Alternative Investments.
Vincent left corporate finance in 2007 to pursue his passion; offering caring, objective advice to people of all walks of life while providing comprehensive financial planning and investment management in his local community and surrounding areas.