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. More On Our Founder
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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Dr. King’s Radical Legacy on Wealth and Justice: A Call to Action for MLK Day
As we reflect on his legacy, it’s worth noting the irony of MLK Day coinciding with Inauguration Day. Many politicians are quick to quote King’s words but often fail to reflect his values through their policies and actions.
January Market Commentary: Is History Repeating Itself?
2025 kicks off with some serious questions about the future of our economy. The U.S. president starts a second term with a majority in Congress, but with inflation still lingering and bond markets spooked, what does the future look like for investors?
Donor Advised Funds: A Flexible Tool for Modern Philanthropy
DAFs can transform your charitable giving, offering tax benefits, investment growth, and a streamlined approach to supporting the causes you care about. They’re a fantastic way to create a lasting legacy while making philanthropy a key part of your financial plan.
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If you are curious about becoming a client or have questions and want to get in touch.
