Kenneth Chavis IV

Kenneth Chavis IV Press

Kenneth Chavis IV, CFP®

Senior Wealth Advisor, Phoenix

Kenneth Chavis IV is a Senior Wealth Advisor, serving as the primary contact for client relationships and delivering a holistic suite of wealth management and family office services. Kenneth leads client teams, collaborates with internal and external professionals to implement strategies, and plays a key role in staff mentorship, development, and business growth initiatives.

Before joining Versant, Kenneth was a Senior Wealth Manager at boutique wealth management firm LourdMurray in Los Angeles and a Financial Advisor at Empirical Wealth Management in Portland, Oregon, where he provided financial planning services to executives, business owners, and affluent families.

Originally from Honolulu, Hawaii, Kenneth earned a Bachelor of Science in Business Economics from Hawaii Pacific University and holds a Certificate in Financial Planning from Boston University. He is a CERTIFIED FINANCIAL PLANNER® professional.

Kenneth is a member of the 2024 Forbes Advisor Investing and Retirement Advisory Board, contributing content that supports Forbes’ mission to help consumers make informed investment decisions. He is also actively involved with the Association of African American Financial Advisors and the Financial Planning Association of Greater Phoenix.

In 2024, he was honored with a Young Professionals Award by the Family Wealth Alliance. He was also recognized as one of InvestmentNews‘ 40 Under 40 in 2023 and named an Investopedia 100 Top Financial Advisor in 2022.

Now based in Arizona, Kenneth enjoys spending time with his two young children, attending their activities, and exploring the state’s natural beauty.