Kevin Cheeks
San Francisco, CA
Verified Identity
ImpactFI
Years of Experience
22 years
Member Since
2022
Allow Me to Introduce Myself
Kevin Cheeks is a CERTIFIED FINANCIAL PLANNER™ professional specializing in equity compensation, tax-efficient financial planning, direct indexing and socially conscious investing. With close to two decades of experience in wealth management, Kevin has worked at several of the largest financial serv...
Clientele
Tech Employees
Corporate Executives
High Net Worth Individuals
Women in Tech
Software Engineers
Tech Sales
Services Provided
Investment Management
Tax Planning
Estate Planning Strategies
Financial Planning
Specialties and Expertise
Cash Flow Analysis
Philanthropic Planning and Giving
High Net Worth Planning
Tax Minimization Inv...
Portfolio Construction
Credentials and Designations
Certified Financial Planner™
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Chartered SRI Counselor®
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Pricing Models
Flat FeeAUM
Education
Arizona State University
Bachelor of Science in Business Management
Obtained in 1999
Disclosures and Proof of License
SEC Profile
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Profile Last Updated: July 31, 2026