Kenneth Chavis IV
- Investing and retirement
- Mortgages and real estate
- Banking
- Insurance
- Home equity loans
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
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How to shop for a HELOC: 10 ways to get the best HELOC rate
Consider these tips to get a top offer on a home equity line of credit.
12 min read Apr 28, 2026 -
What is a construction-to-permanent loan?
The upside of a construction to permanent loan: The borrower only pays for a single transaction.
6 min read Apr 23, 2026 -
What is a mortgage?
A primer on how these home loans work, including the lingo you need to know.
5 min read Apr 23, 2026 -
What is home equity?
It’s the portion of your home you own outright. Its uses are almost endless.
9 min read Mar 31, 2026 -
Can you get a home equity loan on investment or rental property?
If you have a sufficient ownership stake in it — yes. But it may not be the best move.
7 min read Mar 24, 2026 -
Should you buy a second home? What to consider
A second home can be a valuable asset, but it effectively doubles your housing costs.
5 min read Mar 09, 2026 -
7 best ways to send money
Transfer funds to friends and family without leaving the house.
8 min read Mar 05, 2026