Kenneth Chavis IV,
Kenneth’s career in wealth management began in 2014 where he developed a passion for financial planning and for helping people. Kenneth takes pride in providing clients with the best advice possible – advice that has been proven through academic rigor.
Prior to joining Mercer Advisors in 2020, Kenneth was a Financial Advisor at a full-service wealth management firm in Portland, OR where he advised high net worth individuals & families in retirement and nearing retirement. Prior to that, Kenneth helped provide comprehensive financial planning to Intel executives and engineers at a boutique financial planning and investment management firm in Portland. Kenneth’s expertise resides in the areas of retirement income planning, tax minimization strategies (including executive compensation), and strategies to diversify out of concentrated equity positions. Kenneth is a CERTIFIED FINANCIAL PLANNER™ professional and holds a certificate in Financial Planning from Boston University and graduated summa cum laude from Hawaii Pacific University with a Bachelor of Science degree in Business Economics. Kenneth is also an active Member of the Financial Planning Association of Greater Phoenix and is an Advisory Member of the Association of African American Financial Advisors.
When he is not helping clients, Kenneth enjoys spending time with family, exploring the beauty of the outdoors and watching sports.