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

CFP®

Certified Financial Planner™

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CSRIC™

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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