ImpactFI is an independent, black-owned Registered Investment Advisor (RIA) specializing in supporting clients who receive equity compensation and who are interested in leveraging their good fortune as a force for good. We believe that making money and making an impact don’t have to be mutually exclusive.
We follow the core principles of Modern Portfolio Theory and generally believe in the Efficient Market Hypothesis. These are fancy ways of saying we employ diversification, asset allocation, and low-cost, index-based strategies. Instead of trying to time market movements, we stay invested, rebalancing through the ups and downs and tax-loss harvest when appropriate. We then personalize your investment strategy to align with your values, preferences, or employer stock concentrations. Learn More About Our Firm
Our Founder
Kevin Cheeks is a CERTIFIED FINANCIAL PLANNER™, Chartered SRI Counselor™, and the founder of ImpactFI. With close to two decades of experience in wealth management, Kevin has worked at several of the largest financial services firms such as Bank of America, Wells Fargo and Charles Schwab. Over the years, he’s advised employees from some of the largest tech companies in the San Francisco Bay Area, such as Apple, Salesforce, Slack, Uber, Brex, Stripe, Meta (Facebook), Alphabet (Google), X (Twitter), and many others. Learn More
Services To Meet Your Needs
Comprehensive Wealth Management
For investors who have financial complexity, prefer to delegate management of their portfolio, and have a desire for a higher degree of personalization with their investments.
Financial
Planning
For investors who have financial complexity but prefer to manage their portfolio themselves or don’t yet have assets to invest.
Investment
Management
For investors who don’t have financial complexity or perhaps are just getting started on their wealth journey, prefer to delegate management of their portfolio, and don’t have the need for personalization with their investments.
Featured Articles
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November Market Commentary: A Historic Election Offers Some Clarity
The recent election season, filled with twists and turns, concluded with the re-election of President Donald Trump. What impact will the continued Trump administration have on the economy and markets?
Women and the Changing Financial Landscape
Women are increasingly becoming financial decision-makers. A recent survey found that 49% of women consider themselves the Chief Financial Officer of their households. The same survey found that 43% of women say they are the primary breadwinner. So how are women handling their financial might?
How is Inflation Calculated?
We hear a lot about inflation rates, but do you know how inflation is calculated? Interestingly enough, that’s a pretty simple formula that economists use! Find out how here.
Contact Us
If you are curious about becoming a client or have questions and want to get in touch.
