Kenneth Chavis IV,
Kenneth is passionate about providing clients with the best advice possible – advice that has been proven with academic rigor. Kenneth’s career in wealth management began in 2014 where he developed a passion for helping families grow and preserve their wealth through holistic financial planning. Prior to joining Mercer Advisors, Kenneth was a Financial Advisor at a wealth management firm in Portland, OR where he advised high net worth clients on retirement planning, tax minimization and investment management. Prior to that, Kenneth helped provide comprehensive financial planning to executives and engineers at a boutique financial planning firm.
Kenneth possesses expertise on tax minimization strategies, retirement income planning, executive compensation and strategies to unwind concentrated equity positions. Kenneth is a CERTIFIED FINANCIAL PLANNER™ professional, received a graduate certificate in Financial Planning from Boston University and graduated summa cum laude with a bachelor’s degree in Business Economics from Hawaii Pacific University.
Kenneth is a member of the Financial Planning Association of Greater Phoenix and is an Advisory Member of the Association of African American Financial Advisors (AAAA). When he is not helping clients, Kenneth enjoys spending time with family, exploring the outdoors and watching sports. In 2020, Kenneth was nominated for the 50 Under 50 program by AAAA.