BREAKTHROUGH AUTHOR OF
ALL THE PRESIDENTS MONEY
Megan Gorman
TOP 12% OF ALL WEALTH MANAGERS
Megan is the founding partner of Chequers Financial Management, a fee-only planning firm specializing in high-net-worth and ultra-high-net-worth families in San Francisco, California. Chequers focuses on establishing long-term relationships with families and helps them navigate through tax, estate, liquidity, and investment planning. Megan heads the firm's family office services practice.
AUTHORATIVE VOICE IN MONEY
Megan is a senior contributor to Forbes on personal finance and tax. She is also regularly quoted in the press as a tax and financial planning expert, including in The Wall Street Journal, The Washington Post, and CNBC. She blogs at www.thewealthintersection.com, has appeared on numerous podcasts, and is a regular weekly commentator on The Money Tree Podcast.
EXTENDED BIO ON MEGAN
Megan Gorman, originally from Cape May, is the founding partner of Chequers Financial Management, a San Francisco-based firm specializing in tax and financial planning for high-net-worth individuals. This female-owned business serves a diverse client base, including entrepreneurs, corporate executives, and families with inherited wealth. Trained as an attorney, Megan thrives on the challenges of navigating complex financial landscapes.
Her expertise has earned her spots on Forbes' 2024 Best In State Wealth Advisors and America’s Top Women Wealth Advisors—Best in State lists for 2024 and 2022.
Megan began her career as a Vice-President at Ayco, a Goldman Sachs Company, and BNY Mellon Wealth Management. She holds a B.A. in History from Bryn Mawr College and a JD from Rutgers School of Law.
Currently, Megan is a member of the National Endowment for Financial Education (NEFE) Board of Trustees, where she also chairs the Investment Committee, which manages a $200 million endowment.
In addition to her leadership roles, Megan contributes to Forbes as a Tax and Personal Finance writer. Her debut book, All The Presidents’ Money: How The Men Who Governed America Governed Their Money, will be published by Regalo Books in September 2024.
Recently, USA TODAY recognized Chequers Financial Management as one of the nation's top 500 Registered Investment Advisor Firms (RIAs).
OPEN NOTE TO READERS
Shaping Perspectives, Inspiring Insights
All The Presidents Money aims to shape perspectives and inspire insights into the financial legacies of America's leaders, helping readers better understand how to build today's American dream. I strive to provide a platform for thought-provoking discussions and in-depth explorations of the economic impact of governance. Delve into the collection of compelling artifacts and better understand how the men who governed America also governed their personal wealth.
