Find the best jumbo money market rates from credit unions and banks by comparing APY and minimum deposit required for yields.
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.
Kenneth's latest articles
Dec 01, 2023
Walk away with stacks of cash just for opening a checking or savings account.13 min read Dec 01, 2023
Bankrate can help you understand how much home insurance costs in 2023.Dec 01, 2023
Home equity borrowers can deduct interest, but only if they meet these requirements.6 min read Dec 01, 2023
Have some extra cash you want to invest? Brokerages are rewarding new clients.6 min read Dec 01, 2023
Investors looking for automated, low-cost portfolio management can start here.9 min read Dec 01, 2023
Here’s everything you need to know about index funds and ten of the top index funds to consider adding to your portfolio this year.Dec 01, 2023
A Roth IRA offers many benefits to retirement savers. The Roth IRA allows workers to contribute to a tax-advantaged account, let the money grow tax-free and never pay taxes again on withdrawals.Dec 01, 2023