KENNETH CHAVIS IV, CFP®

SENIOR WEALTH MANAGER

Kenneth appears in the Top 100

People in Finance Magazine

Chavis, Kenneth.jpg
Chavis, Kenneth-logo (2).jpg

Kenneth Chavis IV, CFP®

Born to a homeless teenage mother of two, Kenneth overcame long odds to flourish in the wealth management industry. Kenneth attributes his success to a positive attitude, invaluable professional mentors, and an unshakeable will and determination to succeed. One of the skills he learned while growing up on the Hawaiian island of Oahu is the ability to connect and relate to people from a variety of backgrounds. Since joining the wealth management industry in 2014, he has formed a multitude of close relationships with clients, colleagues, and peers alike. In his career, Kenneth has advised nearly 400 clients totaling over $1.4 billion dollars in managed assets. Kenneth’s financial acumen combined with his ability to understand and relate with people is what enables him to lead and manage ultra-high net worth client relationships. This CERTIFIED FINANCIAL PLANNER™ professional currently serves clients as a senior wealth manager at LourdMurray in Beverly Hills, CA. His work involves analyzing, designing, and presenting wealth planning strategies to clients, with a focus on wealth preservation, tax minimization, and philanthropy.

 

Hightower Advisors, dba LourdMurray, is a roughly $6 billion boutique, fee-only, wealth management firm that specializes in complex wealth planning and investment management for ultra-wealthy individuals. Taking an academic approach to investment management, LourdMurray utilizes statistics and empirical data to strategically build out the most appropriate investment portfolio for their clients—which includes a wide range of athletes, artists, entertainers, business owners, and executives. “We strive to facilitate the visions our clients have for their lives, as well as the visions they have for their family and the world at large. Planning for our clients’ futures and helping them make an impact in the world, whether it’s through philanthropy or other means is extremely fulfilling,” says Kenneth.

 

Prior to working for LourdMurray, Kenneth advised corporate executives, doctors, and top-ranking engineers of Fortune 100 companies on the West Coast. His career took off at a $3 billion boutique wealth management firm in Portland, OR, where he became the firm’s first and only African American financial advisor, in addition to the youngest at the time. After earning his CFP® credential and meeting the firm’s requirements, Kenneth was promoted to senior advisor where he advised and co-advised client relationships totaling over $650 million in assets under management. This accounted for over 25% of the firm’s assets under management at the time — the most of anyone at the firm. During his 4 years there, Kenneth played a key role in helping the firm grow its presence in Portland and the San Francisco Bay area, resulting in over $300 million of new business. After the birth of his daughter in 2019, and with a desire to live closer to family in the southwest, he accepted a position in Scottsdale, AZ as a senior financial planner at a $25 billion wealth planning firm, before ultimately joining LourdMurray. “Relationships and understanding people is at the center of what I do. I get to know my clients on a deep level so I can best guide and advise them as they live their lives to the full extent of their vision,” says Kenneth.

 

In 2020, Kenneth was recognized as one of the most outstanding African American financial professionals in the country, being named to the first-ever 50 Under 50 program by the Association of African American Financial Advisors. Kenneth has been interviewed on the topic of personal finance on the Black News Channel (BNC) and quoted in numerous pieces in national financial media, including MarketWatch, NerdWallet, NASDAQ and Bankrate. 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 Los Angeles and is an advisory member of the Association of African American Financial Advisors.

 

Contact:

Kenneth Chavis IV, CFP®

Senior Wealth Manager

LourdMurray

Website: www.lourdmurray.com

LinkedIn:  https://www.linkedin.com/in/kenneth-chavis-iv-cfp%C2%AE-65961842/