Kenneth Chavis IV, CFP® is a Senior Wealth Manager at LourdMurray, a $6B boutique wealth management firm in Beverly Hills. Kenneth provides expert guidance and advice to business owners, entertainers, professional athletes and medical doctors on growing and protecting their wealth through tailored investment management, sophisticated wealth planning and in-depth tax planning. Kenneth serves clients as a fee-only fiduciary.
Kenneth’s career in the wealth management industry spans nearly a decade. Prior to joining LourdMurray, Kenneth was a financial advisor at a $3B boutique wealth management firm in Portland, Oregon, and was a financial planner at a $25B wealth planning firm in Scottsdale, Arizona. In his prior roles, Kenneth provided retirement planning, investment management and tax planning services to high-net-worth families, corporate executives and top-ranking engineers at Fortune 100 companies along the West Coast.
Kenneth has been quoted and featured in numerous financial media publications including MarketWatch, Nasdaq and Business Insider. In 2021, Kenneth was named in the “Top 100 People in Finance” publication by Top 100 Magazine. In 2020, Kenneth was named to the first ever “50 Under 50” list by the Association of African-American Financial Advisors. The award recognized the most outstanding and influential Black and African American financial professionals in the country.
Kenneth is a CERTIFIED FINANCIAL PLANNER™ professional, earned a certificate in Financial Planning from Boston University and graduated summa cum laude from Hawaii Pacific University with a Bachelor of Science in Business Economics.
You can connect with Kenneth on LinkedIn.