Best Small Business Loans
When it comes to choosing the best small business loans, our guide can help you compare the best rates and terms available to help you fund your business.
23 min read
Oct 28, 2021
Kenneth Chavis IV
Senior wealth advisor at Versant Capital Management
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
-
-
What is the penalty for failure to file taxes?
IRS penalties for failure to file or pay taxes are onerous. Here’s what you must do.
2 min read Oct 22, 2021 -
When to hire a tax attorney
A tax attorney can help with trust and estate planning, settling tax disputes and more.
3 min read Oct 22, 2021 -
What is the Internal Revenue Service (IRS) and what does it do?
The IRS is responsible for assessing and collecting tax revenue in the United States.
4 min read Oct 21, 2021 -
Sales tax: Definition, how it works and how to calculate it
Sales tax is a type of consumption tax, meaning it taxes people for spending money
3 min read Oct 21, 2021 -
Tax Identification Number (TIN): What it is and how to get it
A TIN is a nine-digit tracking number assigned and used to identify a taxpayer.
2 min read Oct 20, 2021 -
Child tax credit 2021: How to qualify and how much you’ll get
Nearly 36 million Americans are eligible for the expanded credit.
5 min read Oct 20, 2021 -
What is gross income? How it works and why it’s important
A person’s gross income is used to determine how much they have to pay toward federal and state income taxes.
3 min read Oct 18, 2021