Kevin Cheeks, CFP<sup>&reg;</sup> - Financial Advisor

Kevin Cheeks, CFP®

CSRIC®

Financial Advisor

ImpactFI

1600 Bryant St #411431
San Francisco, CA 94141
FINANCIAL ADVISOR'S WEBSITE
(415) 907-7112 CONNECT WITH Kevin
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General

Kevin Cheeks is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at ImpactFI in San Francisco, CA and the surrounding communities.

Financial Advisor Overview

Specializing in equity compensation, tax-efficient financial planning, direct indexing and socially conscious investing, and with close to two decades of experience in wealth management, Kevin has worked at several of the largest financial services firms such as Bank of America, Wells Fargo and Charles Schwab. While at Schwab, Kevin was responsible for advising stock plan participants at some of the largest tech companies in the San Francisco Bay Area, such as Apple, Facebook (Meta), Google (Alphabet), Twitter, Uber, and many others.

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CSRIC®

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Stocks & Bonds, Sudden Wealth, Nontraditional Households, Personal Taxes

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Helpful Financial Planning Resources