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Kenneth Chavis IV
Kenneth Chavis IV is a Senior Wealth Advisor at Versant Capital Management, a $900 million wealth management firm founded in Phoenix, AZ. Versant provides investment management, wealth strategy, financial planning, and tax advice to business owners, wealthy families, and women experiencing life transitions. Versant's advisors serve clients as fee-only fiduciaries, with an emphasis on growing and preserving multi-generational wealth.
Kenneth's career in the wealth management industry spans nearly a decade. In prior roles he served business owners and entertainers as a Senior Wealth Manager at LourdMurray and previously served executives, business owners and medical doctors as a Financial Advisor at Empirical Wealth Management.
Kenneth's experience includes providing advanced financial planning, retirement planning, tax planning and investment management to equity-compensated executives, business owners and engineers with stock compensation at many Fortune 100 companies on the West Coast, including Intel, Microsoft, Nike, Alphabet (formerly Google), Apple and Amazon.
Kenneth has received multiple industry awards and recognition, including the InvestmentNews 40 under 40 in 2023, the Investopedia Top 100 Financial Advisor in 2022 and 50 Under 50 by the Association of African-American Financial Advisors in 2021 and 2020, recognizing the most outstanding and influential Black and African American financial professionals in the country.
Kenneth has been interviewed on national television on the topics of personal finance, investing and the economy. He has also been quoted in financial media publications including Wall Street Journal, CNBC, Business Insider, TIME, Nasdaq, MarketWatch, NerdWallet, Bankrate and MoneyGeek.
Kenneth is a CERTIFIED FINANCIAL PLANNER™ professional, holds a Certificate in Financial Planning from Boston University and earned a Bachelor of Science in Business Economics from Hawaii Pacific University, where he graduated summa cum laude.
Kenneth is a member of the Financial Planning Association of Greater Phoenix and an advisory member of the Association of African American Financial Advisors.
Connect with Kenneth on LinkedIn and follow him on Instagram at @good4yourmoney.
Kenneth's latest articles
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Bullish vs. bearish investors: What’s the difference?
What do charging bulls and roaring bears have to do with investing? Here’s what it means to be bullish or bearish.
3 min read Sep 08, 2023 -
Average return on investment: What is a good return?
You’ll need important context to accurately assign a “good” rate of return.
5 min read Sep 07, 2023 -
What are qualified dividends?
Qualified dividends are taxed at a more favorable rate.
4 min read Sep 01, 2023 -
Rule of 72: What it is and how to use it
The Rule of 72 is a mathematical shortcut used to determine the time it takes to double your money.
4 min read Aug 29, 2023 -
What is a 414(h) plan and how does it work?
You might be offered this type of plan if you work for the government.
4 min read Aug 28, 2023 -
Tax lien investing: What to know before jumping in
Tax liens can sport high yields, but they aren’t suitable for the faint of heart.
6 min read Aug 28, 2023 -
6 common reasons your investments may trigger an IRS audit
And what investors can do if they’re contacted by the IRS.
7 min read Aug 25, 2023