About Kevin
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...
Areas of focus
Credentials & background
Designations
CFPCSRIC
Licenses
Series 66SIESeries 7
Education
Bachelor of Science in Business Management Arizona State University (1999)
Clients served
Tech EmployeesCorporate ExecutivesHigh Net Worth IndividualsWomen in TechSoftware EngineersTech Sales
Registered in
California
Regulatory
The firm
ImpactFI