Kenneth Chavis IV, CFP® is a Senior Wealth Manager at LourdMurray, a $6B boutique wealth management firm in Beverly Hills. Kenneth provides expert financial guidance to executives, entertainers, professional athletes and medical doctors focused on growing and protecting their wealth through tailored investment management, comprehensive financial planning and complex wealth 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 wealth management firm in Portland, Oregon, and was a senior financial planner at a $25B wealth planning firm in Scottsdale, Arizona. In his prior roles, Kenneth provided retirement planning, investment management and tax planning to high-net-worth families, executives and top-ranking engineers at Fortune 100 companies along the West Coast.
Kenneth has been interviewed on the Black News Channel (BNC) on the topic of personal finance and has been quoted in numerous financial media publications including Business Insider, MarketWatch and Nasdaq. In 2021, Kenneth was named in the “Top 100 People in Finance” publication by Top 100 Magazine. In 2021 and 2020, Kenneth was awarded by the Association of African American Financial Advisors in its annual “50 Under 50” award program. The program recognizes 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.