Kenneth Chavis IV is a senior wealth supervisor at LourdMurray, a $6 billion wealth administration agency based mostly in Los Angeles. Kenneth offers complete monetary planning, funding administration and tax planning providers to enterprise homeowners, fairness compensated executives, engineers, medical medical doctors and entertainers, with a deal with preserving and rising their wealth with tax effectivity. Kenneth serves shoppers as a fee-only fiduciary.

Kenneth’s profession within the wealth administration trade spans practically a decade. In prior roles he served shoppers as a monetary advisor in Portland, Oregon, and a senior monetary planner in Scottsdale, Arizona. In prior roles, Kenneth offered complete wealth planning, retirement planning, tax planning and funding administration to company executives, enterprise homeowners and engineers receiving inventory compensation at many Fortune 100 firms on the West Coast, together with Intel, Microsoft, Nike, Alphabet (previously Google), Apple and Amazon.

Kenneth has received a number of awards, together with the Investopedia High 100 Monetary Advisor in 2022 and 50 Beneath 50 by the Affiliation of African-American Monetary Advisors in 2021 and 2020, which acknowledges probably the most excellent and influential Black and African American monetary professionals within the nation.

Kenneth has been interviewed a number of instances on nationwide tv on the matters of private finance, investing and the economic system. He has additionally been quoted and cited in monetary media publications together with Enterprise Insider, TIME, Nasdaq, MarketWatch, NerdWallet, Bankrate, NextAdvisor and MoneyGeek.

Kenneth is a CERTIFIED FINANCIAL PLANNER™ skilled, holds a Certificates in Monetary Planning from Boston College and earned a Bachelor of Science in Enterprise Economics from Hawaii Pacific College, the place he graduated summa cum laude.

Kenneth is a member of the Monetary Planning Affiliation and an advisory member of the Affiliation of African American Monetary Advisors.

Join with Kenneth on LinkedIn right here and observe him on Instagram @good4yourmoney.Kenneth helps small companies like Store Bella Bae. Comply with Store Bella Bae on Instagram @store.bellabae.

Kenneth’s newest articles

  • Mother playing with young sons in front of house

    In the event you get a mortgage, you’ll must make a month-to-month mortgage fee. Right here’s a have a look at the nationwide common.


    3 min learn


    Jan 13, 2023

  • Woman works on laptop

    Learn the way these high on-line brokers actually stand out from the group.


    9 min learn


    Jan 13, 2023

  • A young man uses an ATM.

    Over time, ATM charges have climbed. Right here’s what that you must know.


    3 min learn


    Jan 12, 2023

  • A young girl visits a doctor.

    Confused about discovering an HSA? Use these tricks to decide one of the best deal for you.


    6 min learn


    Jan 12, 2023

  • Tax refund check with pen

    Uncover how lengthy it might take to obtain your tax refund in 2023.


    3 min learn


    Jan 12, 2023

  • Man celebrating while going over paperwork and using a laptop at home

    Property tax exemptions can scale back the tax burden on householders.


    3 min learn


    Jan 11, 2023

  • Small brick home

    A primer on what these house loans are, together with the lingo that you must know.


    9 min learn


    Jan 11, 2023

  • A smartphone with a cracked screen.

    Be taught what precise money worth (ACV) insurance policies cowl and the way they work.


    7 min learn


    Jan 11, 2023

  • Pool fun

    Learn the way swimming pool damages and accidents are lined by house insurance coverage.


    7 min learn


    Jan 11, 2023

  • Wall Street and New York Stock Exchange in Downtown Manhattan

    New York is house to the world’s largest inventory change.


    3 min learn


    Jan 10, 2023

  • Woman paying bills online

    Present property divided by present liabilities equals the present ratio.


    3 min learn


    Jan 10, 2023

  • A man on a ladder climbing up to the roof.

    Are you aware how roof inspections can have an effect on your property insurance coverage? Bankrate explains.


    7 min learn


    Jan 09, 2023

  • rolls of hundred dollar bills

    Stroll away with stacks of money only for opening a checking or financial savings account.


    13 min learn


    Jan 06, 2023

  • Bearded man reading newspaper

    In the event you’ve reached age 72, you will need to take RMDs. Use this desk as a information.


    3 min learn


    Jan 05, 2023

  • woman looking at paperwork

    Do you’ve got a considerable amount of money that should keep liquid together with a aggressive fee?


    5 min learn


    Jan 05, 2023


Supply By https://www.bankrate.com/authors/kenneth-chavis-iv/